Emily
Diaz
Foster & Motley Inc
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About this Advisor
Emily Diaz is a certified financial planner working in Cincinnati, Ohio with 5 years of relevant experience. Diaz is an advisor for Foster & Motley Inc. During their career, the advisor has held roles at Foster & Motley, Inc, Plante Moran, Ohio State University and Grove City College. Diaz has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Ohio. Foster & Motley Inc is a financial advisory company operating out of Cincinnati, OH. It oversees $2 billion in assets among its 835 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 835 accounts, 61% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Foster & Motley Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the financial services offered. Fees billed by Foster & Motley Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foster & Motley Inc Brokerage Details
$1,961,366,196
47
835
$2,348,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Emily Diaz Work History
Emily has been registered as a financial advisor for 5 years.*
Foster & Motley, Inc
Plante Moran
Ohio State University
Plante Moran
Grove City College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Diaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foster & Motley Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
