Brett Diamond

About Me:

Brett Diamond is a financial coach at Strategies for Wealth, a highly respected firm that has boldly risen to transform the conversation around money and planning. Brett works with individuals and businesses by offering an uncommon experience that very few can initiate – an experience that encompasses a 360-degree perspective on one’s financial picture. Using a team approach, innovative thinking and advanced web technology, Brett’s mission is to push the boundaries of breakthrough thinking to help individuals and businesses achieve financial balance with their money. Conducting his business believing “people don’t care what you know, until they know you care,” Brett has, and shall continue, to put his client’s best interests first.


Duke University – BA, 2007

Individual/Family Services:

Financial Balance and Organization
Wealth Preservation and Creation
Retirement Planning Strategies
Protection Strategies (ie. Taxes, Liabilities, Lawsuits, Death, Loss of Income)
College Planning Strategies

Business Services:

Group Benefits
Buy/Sell Agreements
Business Succession Planning
Group Pension Planning

Community, Charitable or Professional Organizations/Associations:

FIDF Annual Gala – Young Leadership Committee
Start-up – Board of Advisors
YJP Access – Membership Division
Duke in New York
Sinai in New York

Equity Licenses:

Series 66 and Series 7


Check the background of this investment professional on FINRA’s BrokerCheck.


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.