Gerardo Diaz empowers lives as the CEO and founder of Global Wealth Finance, a premier financial consulting firm in California, the US.
It is always astonishing to learn about the founders across various sectors around the world who, instead of following the already-trodden paths of other entrepreneurs, chose unconventional paths to create unconventional success for their businesses. It is also essential to shed more light on these highly driven and determined founders who, with their brands and businesses, go ahead in pushing boundaries while also positively impacting lives. Serving as one of the finest examples in the financial realm is Gerardo Diaz, who today successfully runs Global Wealth Finance, known for empowering lives as a premier financial consulting firm in California, the US.
Gerardo Diaz stands as a financial visionary behind Global Wealth Finance. As the CEO of the company, he has been driving the long-term vision and strategic roadmap. He leads innovation in wealth planning and fixed insurance solutions, ensuring alignment with evolving market trends and the financial needs of the families they serve. This is how he has remained committed to transforming financial literacy, legacy planning and leadership in the modern wealth era.
His mission began in Fresno, California, where he was raised by a single mother who instilled in him the values of resilience, hard work and integrity. Watching her sacrifices for their family, his perspective on financial security was shaped. This ignited within him a deep desire to take control of their financial future. Today, the love of his two daughters serves as the heartbeat behind his company’s purpose. He often shares that his daughters are his ‘why’, the reason he has dedicated his life to empowering others to build wealth and create a legacy on their terms.
Global Wealth Finance has risen beyond being a consulting firm. It is a financial empowerment movement. At the centre of its approach is the proprietary framework called the Three Laws of Financial Security –
- Protection: Prioritising life insurance and risk mitigation strategies to shield what matters most.
- Wealth Building: Paving the way for smart investments to be accessible to all and not just the wealthy.
- Legacy creation: Designing systems and blueprints for generational wealth transfer.
Global Wealth Finance emerges as one of the few firms in the industry operating a dual-division model, offering both Fee-Based Financial Planning and Investment Services through its finance division and Insurance, Retirement, and Wealth Protection Strategies through its insurance division. What has further propelled the company forward is its strategic alliances with some of the most respected names in the financial world.
On the financial side, their division is powered by industry giants such as Prudential Financial and LPL Financial, providing them with access to world-class advisory platforms and fiduciary-based planning tools. On the insurance side, they are contracted with top-tier carriers, including National Life Group, Pacific Life, Corebridge Financial, American National, and others. These strategic industry partnerships ensure that their clients gain access to the most competitive and customisable financial solutions available on the market today.
Gerardo Diaz’s approach is backed by an impressive array of licenses and certifications that reflect his commitment to ongoing education and ethical financial guidance. Some of his credentials include a California Life & Health Insurance License, SIE – Securities Industry Essentials (FINRA), and Capital Markets & Securities Analyst (CMSA), among others. Two other licenses are also in progress. These qualifications empower him to provide both strategic planning and tactical expertise across personal finance, insurance and investments. He is proudly a member of FINSECA and NAIFA, two premier national organisations advancing the future of the financial services industry.
With nearly a decade of experience, Gerardo Diaz has mentored over 50 financial professionals, fostering a gen-next of ethical, empowered financial advisors. As the CEO and founder of Global Wealth Finance, he is on a mission to make financial freedom a reality for everyone.
