Carlos Diaz, CFP

Carlos Diaz, CFP®, is a Financial Advisor dedicated to helping individuals and families gain confidence and clarity in their financial lives. Inspired by the peace of mind that comes from understanding and controlling one’s financial future, Carlos entered the profession to help clients develop a well-defined path to their financial goals. He is committed to building long-term relationships and takes pride in understanding each client’s unique circumstances, goals, and perspective.

Carlos has nine years of experience as a Financial Advisor.  Before joining Wells Fargo Advisors in 2022, he spent five years with Edward Jones. He graduated from Lubbock Christian University (LCU), holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is fluent in both English and Spanish.  Carlos also enjoys working with a diverse range of clients, including business owners, retirees, pre-retirees, young professionals, individuals navigating divorce, inheritance, or loss, and parents of children with special needs.

Outside of the office, Carlos spends time reading, working in his yard, and relaxing with family and friends.  Carlos is actively involved with Lubbock Catholic Charities and values giving back to the community. Carlos and his wife, Sonya, are proud parents to their daughter, April, and son, Juan-Carlos, along with three dogs.  His commitment to service both professionally and personally reflects the importance he places on building meaningful relationships.