About Us
Jesse Diaz, CFP, ChFC, RICP
Managing Director - Investments
Senior PIM Portfolio Manager
Email Address
Jesse.Diaz@wellsfargoadvisors.comPhone Number
(630) 753-8341Toll Free
(800) 778-7517Find Me On
Jesse worked as an electrical engineer for six years before pursuing his passion for investments and investment planning. Jesse started his financial career at Merrill Lynch in 1996 after earning an MBA with a concentration in Portfolio Management. Jesse and Tom Stotz, Managing Director - Investments, met at Merrill Lynch and became partners in 1998. To learn more, please visit www.capstonewealthmanagementgroup.com
Jesse focuses on bringing an engineering process to complex wealth management concerns and specializes in advanced planning solutions and investment strategies. Jesse believes in a disciplined process and collaborating with other professionals to optimize client solutions regarding wealth preservation, wealth accumulation, and efficient wealth transfer.
25+ Years of Experience
Role Within Capstone Wealth Management Group
- Advanced Planning Solutions
- Senior PIM Portfolio Manager
- Lives in Downers Grove, IL with wife Trisha, has five children, and one grandson
- Biking
- Golfing
- Boating
Certificates
CFP, ChFC, RICP
CA State License
0I15554
Your Goals and Dreams, Our Guidance
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Investment expertise and advice in an effort to help clients succeed financially
