Broker Check
Diego Rosalez

Diego Rosalez

Senior Partner, CSFP

Diego has been in the financial industry over 10 years, and enjoys helping Clients attain their financial goals. He is currently registered with the Internal Revenue Service, has his PTIN, does a variety of Individual and Corporate Taxes.


Diego is a Licensed Insurance Producer in Arizona and has passed his Life Exam along with his Accident and Health/Sickness/Disability exam. Diego has extensive experience in helping Seniors navigate through the different Medicare and Medicaid Health Insurance Plans.
Diego served as Treasure for Flagstaff Mayor, Joe Donaldson, and is also past Board Member and Treasure for Northland Hospice.


He is a proud Native of Flagstaff, attended NAU, and his hobbies include softball and golf.