Anabel Diaz, CFP®
Associate Wealth Manager
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.
What do you enjoy most about your role as an Associate Wealth Manager?
I take great pleasure in building strong relationships with clients and helping them achieve their unique goals. This not only adds to my sense of fulfillment and purpose, but it is also a source of great happiness for me. There is nothing more gratifying than seeing clients succeed and I feel fortunate to be part of their journey.
What makes you proud to be a part of the Waypoint team?
I am proud to be a member of a compassionate, kind, and supportive team that genuinely cares about the success of clients and fellow team members. Waypoint brings together exceptional minds that deliver the highest quality service and care to clients.
What is the best piece of advice you’ve ever received?
Always be ready to extend a helping hand to others. I’m a firm believer in making a positive impact in someone else’s life. I continue to live by this invaluable piece of wisdom not only in my personal life but also in the quality of service I provide to clients.
What do you love to do outside of work?
I find immense joy in spending quality time with my partner Alfonso and our pup Arlo, whether it's at the beach or the dog park. Horseback riding is also a passion of mine and I take a couple of English horseback riding lessons each week. On weekends, I make it a priority to give back to my community. I volunteer at my local SPCA and Make-A-Wish, making a positive impact in the lives of animals and children.
Education, Credentials and Affiliations
B.A in Economics, UC Santa Cruz
M.S Financial Planning, Golden Gate University
Graduate, Financial Life Planning Program, Golden Gate University
Certified Financial Planner, CFP®
IRS Enrolled Agent, EA
Member, Financial Planning Association of the East Bay & Silicon Valley
Member, National Association of Personal Financial Advisors
Mentor, CFP® Board Mentor Program
Tax Preparer, IRS Volunteer Income Tax Assistance Program (VITA)