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Joel D
Series 65, Series 66
The Woodlands, TX
Anchored Wealth
Joel Diaz is a financial advisor at Anchored Wealth with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including First Horizon, Engrave Wealth Partners, and Capital One. Diaz served 21 years in the United States Navy Reserves. Outside of advising, he is president of TSD Capital, LLC, an asset holding company, and is a licensed insurance agent. Anchored Wealth provides discretionary portfolio management and fee-based financial planning to individuals, families, high-net-worth clients, trusts, estates, private business owners, corporations, and charitable organizations. The firm employs a blended research approach incorporating fundamental, technical, charting, and cyclical analysis to manage diversified portfolios across various asset classes, including ETFs with commodity and bitcoin exposure, while offering specialized services such as 529 plan management and ongoing annuity account reallocation.
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