Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Risk Management Strategies, Business Succession Planning, Estate Planning, Charitable Giving, Group Benefits
Dan Diamond is MassMutual of Greater Houston’s Director of Investments & Retirement Plan Services. Dan is a Certified Financial Planner (CFP®) professional and has over 20 years of experience in the financial services industry. In addition to financial planning, Dan specializes in investments, managed money and designing workplace retirement plans.
Dan started in the financial services industry in 1993. He was most recently Director for Lincoln Financial Group’s Retirement Plan Services division. His prior positions include Vice President for managed portfolios to high net worth individuals for Fisher Investments and Fidelity Investments. He also ran the North American Sales and Marketing group for Enron’s online commodity trading platform and worked in their risk management and trading group.
Dan received his Bachelor of Arts from Indiana University in Bloomington, Indiana. He is a Certified Financial Planner (CFP®) certificant through the Rice University program, a Chartered Retirement Plan Specialist (CRPS®) and holds FINRA series 7, 24 and 66 licenses and Group 1 insurance licenses.
Dan is a native of Louisville, Kentucky but has lived in Houston since 1997 with his wife and three children.
Check the background of this investment professional on FINRA’s BrokerCheck