Anabel Diaz-Garcia (CFP®)
Anabel Diaz-Garcia focuses in the
following client markets or areas of practice:
- AUM
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Anabel is a CERTIFIED FINANCIAL PLANNER™ and an Associate Wealth Manager at Waypoint Wealth Partners. She brings over six years of experience in the financial planning and tax preparation industry. Prior to joining Waypoint, Anabel worked as a financial planner and tax preparer at Natural Bridges Financial Advisors, an independent registered investment firm. Anabel has a genuine passion for helping clients achieve their life goals and providing them with a sense of security, compassion, and peace of mind throughout their financial journey. Anabel graduated from the University of California, Santa Cruz with a B.A in Economics and M.S in Financial Planning from Golden Gate University. Anabel is also an IRS Enrolled Agent. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.NAPFA Start Date
August 03, 2021
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