Assistant/Registered
Para-Planner®

Lily was born and raised in San Pedro, California. Her ambition is to earn her Certified Public Accountant designation.

Lily joined Lindsey Financial, Inc. in September of 2006 and earned her registered Para-Planner® license in August of 2007. Lily currently serves as a Case Manager Assistant whose primary focus is performing administrative tasks required during the timely completion and implementation of a financial plan. Lily is a detail oriented person who excels at quickly accomplishing assigned tasks and meeting all client expectations.

Lily has assisted in the financial plan preparation for dozens of high net worth clients.  She is always ready and willing to help clients in any way necessary to allow them to achieve their goals, both long term and immediate.

Professional Experience

• Case Manager Assistant Lindsey Financial. lnc, located in Redlands, California, assisting Advisors during the creation and implementation of comprehensive financial plans
• Payroll Administrator – Quality Driver Solutions, located in Ontario, California, responsible for client invoicing and the processing of payroll for 100 employees.

Education

Lily earned her Registered Para-planner certificate through the College of Financial Planning in August 2007. Lily is currently completing the requirements for her Bookkeeper Certificate and Tax Preparer Certificate at San Bernardino Valley College. She anticipates earning her Bachelors Degree in Business Management with an emphasis in Accounting through the University of Redlands in 2014.

More about Lily Diaz

Along with working for Lindsey Financial, Inc. Lily enjoys spending time with her and children, Mia, age 6 and Ethan, age 4. In her free time Lily enjoys reading, dancing, hanging out with her friends and taking her children to their favorite restaurant, Chuck-e-Cheese.

To schedule a client meeting:

1980 Orange Tree Lane

Suite 270

Redlands, CA 92374

TEL: (909) 335-6800

FAX: (909) 335-6808

Email: [email protected]