Join financial expert Anna Diaz for a transformative session designed to simplify the complexities of personal financial planning, taxes, and investing for business owners. In this insightful workshop, Anna breaks down the essential elements of financial clarity, offering practical guidance on how to navigate the unique challenges entrepreneurs face. Learn how to create a proactive financial plan that aligns with your business goals, manage fluctuating revenue with confidence, and understand the tax strategies that can save you time and money. Anna will also demystify investing principles, showing you how to make your money work harder, even in uncertain times. Gain actionable insights into balancing growth and managing risks, empowering you to make informed decisions that drive long-term success. Don’t miss this opportunity to learn from Anna’s firsthand expertise and elevate your financial strategy. Whether you’re a seasoned entrepreneur or just starting, this session will equip you with the tools to achieve financial clarity and secure your business’s future.

Anna Diaz is a Partner and Wealth Advisor at Corient in San Diego with over 20 years of experience guiding clients through their financial journeys. She is passionate about helping people achieve true success on their terms and holds several elevated designations, including CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor (CPWA), and Certified Exit Planning Advisor (CEPA). Anna also earned an executive certificate in Investment Strategies and Portfolio Management from Wharton and is pursuing the Accredited Estate Planner (AEP) designation. Known for simplifying complex financial matters, she empowers her clients to make confident decisions and feel secure in their financial futures. Beyond her professional achievements, Anna serves on the board of the Stella Foundation, supporting female founders, and cherishes her role as a mom to her two children. She enjoys exploring the outdoors in her city, reading, music, and salsa dancing whenever she can.