Diego joined HB Wealth in May 2025. He and his team work with their clients to help them achieve their financial goals through comprehensive financial planning, investment management, and cash flow analysis. His commitment to understanding each client’s unique situation allows him to be proactive in identifying opportunities and solutions while remaining responsive to their evolving financial needs.
Before joining HB Wealth, Diego spent two years at a boutique wealth management firm in Atlanta, where he worked with clients on comprehensive financial planning across retirement income planning, equity compensation, and tax-efficient investing. Prior to that, he gained foundational experience in financial research and analysis through his work with the Small Business Development Center.
Diego is a Venture Capital Analyst with the Atlanta Technology Angels, one of the nation’s top angel investor networks, where he helps connect serious entrepreneurs and seasoned investors to build companies that will lead their industries into the future.
Diego earned his Bachelor’s degree in Business Administration with a concentration in Finance from the University of Georgia’s Terry College of Business. He holds FINRA Series 7 and Series 66 licenses.
In his spare time, you can find Diego traveling, spending time on the water, maintaining an active lifestyle, and getting humbled on the golf course.