John L. Diaz, CFP

Author's details

Name: John L. Diaz, CFP
Date registered: April 22, 2012
Jabber / Google Talk: pfawealth

Biography

John is the founder and President of Premier Wealth Advisors, LLC., a boutique Investment Advisory firm headquartered in Midtown Manhattan. John has been guiding clients in all aspects of Financial Planning and asset management solutions for over 25 years. He is a Certified Financial Planner / CFP and a member the Financial Planning Association / FPA. John is also registered with First Allied Securities, Inc. as an OSJ branch Designated Registered Principal (DRP), and currently maintains his FINRA Series 3, 4, 7, 24, 51, 63 and 65 licenses.

Latest posts

  1. Facing your Fear: Preventing Fear-Driven Investing with Long-Term Planning — February 29, 2016
  2. Market Month – January 2016 — February 5, 2016
  3. Market Volatility – Our Thoughts — January 27, 2016
  4. It’s not too late for a few year-end Tax Saving tips! — December 11, 2013
  5. Rising Interest Rates and the Fed “Taper Tantrum” — July 1, 2013

Author's posts listings

Choosing the Right Retirement Plan for Your Business

You’re an entrepreneur and own a business that is experiencing a good level of success.  Most likely, retirement is the further thing from your mind but your CPA and others have told you to set up a retirement plan but it just seems so complicated and by the way, who’s got the time.  Believe it …

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Strategies for a Rising Tax Environment

Now that “Tax Day” 2012 has come and gone, it is important to understand and prepare for the possible tax rate increases that are on the table for 2013 and beyond. At the end of this year (2012), the decade-old Bush tax cuts are set to expire and if legislation is not passed to address …

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