As a dedicated Financial Advisor, Diego Cortez has built a reputation for helping individuals and families pursue financial security through comprehensive, personalized planning. Diego joined Madrid Retirement Advisors/ LPL Financial in 2016. With this experience, Diego brings a wealth of knowledge in retirement planning and investment strategies.
Diego Cortez works closely with clients to understand their unique goals, values, and financial situations by tailoring strategies that align with both short- and long-term objectives, He empowers clients to navigate life’s milestones—whether it's purchasing a home, funding education, or planning for retirement.
Committed to transparency and client education, Diego is passionate about demystifying financial concepts and providing clients with the tools they need to make informed decisions. Diego believes in building long-term relationships and providing ongoing guidance as clients’ financial needs evolve.
Before working as a Financial Advisor, Diego served in the United States Marine Corps. He served in multiple leadership positions honorably on multiple overseas deployments in support of Operation Enduring Freedom. This background contributed to high standards in his work ethic and an unwavering level of service to both his clients and team.
Outside of the office Diego enjoys spending time with his family, traveling and listening to compelling podcasts and audiobooks.