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Edmundo T

Series 65

Las Vegas, NV

LPL Financial

Edmundo Thomas Diez is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 65 designation and one year of industry experience. He previously worked at Goldenshield Financial LLC and has a background as a dance instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various advanced tools to support portfolio management and operational efficiency.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andres S

ChFC®, Series 63

Las Vegas, NV

LPL Financial

Andres Sanchez is a financial advisor with LPL Financial, holding the ChFC® and Series 63 credentials and five years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Goldenshield Financial and Bankers Life companies. Sanchez is also involved in non-variable insurance activities with Key Retirement Solutions and Goldenshield Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Berenice D

ChFC®, Series 66

Las Vegas, NV

LPL Financial

Berenice Diaz is a financial advisor at LPL Financial with 10 years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior experience includes roles at Cetera, Bankers Life, and Goldenshield Financial LLC, where she is a 50% partner. She is also a notary public in the state of Nevada. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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