Amanda Diaz, CFP®
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I love empowering women with the education and resources they need to support a life that is meaningful to them. Especially in an industry that is still broadly male-dominated, where women are the largest demographic group predicted to inherit wealth, I believe it is imperative to have a team of professionals on her wealth-building or wealth-preservation journey, supporting her in a way that feels attentive, collaborative, and tailored to what matters most to her life, knowing no two journeys are the same.
Amanda is an LPL Financial Advisor with Advisory Services Financial, LLC. She is responsible for daily account operations, asset management, insurance planning, and provides comprehensive financial plans for clients. Amanda received her bachelor’s degree in Psychology from Millersville University, and holds insurance licenses and Series 6, 7, 24, 63, and 66 registrations through LPL Financial. Amanda achieved her CERTIFIED FINANCIAL PLANNER™ designation in 2024 and is a member of the Financial Planning Association and the Lancaster Hispanic Chamber of Commerce. Her background in psychology combined with her CFP® certification allow her to provide a holistic approach to financial planning. With over 10 years of experience in the financial services industry, as a former client service assistant and now as an advisor, she is dedicated to helping her clients feel empowered by working collaboratively to form a comprehensive financial plan based on their values and goals.
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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, sipc.org.
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