Amanda (Ward) Diaz, CFP®

Amanda is an LPL Financial Advisor with Advisory Services Financial, LLC. She is responsible for daily account operations, asset management, and insurance planning, and provides comprehensive financial plans for clients. Amanda received her bachelor’s degree in Psychology from Millersville University, holds insurance licenses, and attained Series 6, 7, 63, and 66 registrations through LPL Financial. Amanda achieved her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2024 and is a member of the Financial Planning Association. Her background in Psychology combined with her CFP® certification allow her to provide a holistic approach to financial planning. With over 10 years of experience in the financial services industry, she is dedicated to helping her clients feel empowered by working collaboratively to form a comprehensive financial plan based on their values and goals.

While out of the office, Amanda enjoys traveling, Pure Barre, reading, and spending quality time with her husband and two dogs.