Perla M. Diaz is a wealth management assistant for Tompkins Financial Advisors. As a wealth management associate, Perla is responsible for advisor training, agency training, and paperwork overview. She also specializes in software updates and portfolio research.
With 15 years of investment experience, Perla joined Tompkins in 2019. Previously, she worked for Morgan Stanley, Northwestern Mutual, and other organizations.
Perla is an avid reader in her spare time. She has also participated in several women empowerment programs including programs to inspire young girls to grow up with the belief that they can achieve anything. Perla used to live in New York City, but now resides in Rochester with her son, Lucas and her dog, Rico.
EDUCATION & CERTIFICATIONS
|Mercy College||Bank of America
Guardian Life Insurance
New York Life