Alex Diaz, MBA, CFP®
Financial Advisor
Serving Clients Across Vancouver, WA, Portland, OR & the Pacific Northwest
Biography
Alex believes the best financial plans begin with understanding each client’s goals, values, and vision for retirement. As a CERTIFIED FINANCIAL PLANNER® professional at Harlow Wealth Management, he helps individuals and families develop personalized strategies designed to bring clarity and confidence to every stage of retirement.
With experience in banking, asset management, and comprehensive financial planning, Alex works closely with clients to simplify complex financial decisions and create retirement strategies that reflect their unique needs. He is passionate about building lasting relationships and providing thoughtful guidance that helps clients feel informed, prepared, and confident about the future.
Alex earned a bachelor’s degree in Psychology from Washington State University and an MBA from Western Governors University. His background in both psychology and finance allows him to better understand the people behind the numbers and develop strategies that align with each client’s financial goals and personal priorities.
Outside the office, Alex enjoys spending time with family and friends, traveling, and exploring the beauty of the Pacific Northwest. He believes a fulfilling retirement is about more than financial security. It is about having the freedom to enjoy the people, places, and experiences that matter most.
(360) 573-2522
Email Alex Diaz
Vancouver, Washington
LinkedIn
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Frequently Asked Questions
Do you work with high-net-worth families?
Yes. I work with individuals and families who are approaching or already in retirement and are looking for personalized guidance on investments, retirement income, tax strategies, and preserving their wealth for the future.
How are you compensated?
As part of Harlow Wealth Management, I am compensated through advisory services provided to clients. During our first meeting, we’ll clearly explain how we are compensated so you can make an informed decision with complete transparency.
Do you work with clients in Camas, Ridgefield, Battle Ground, Washougal, and Portland?
Absolutely. I proudly serve clients throughout Southwest Washington and the Portland metropolitan area, including Camas, Ridgefield, Battle Ground, Washougal, Vancouver, and Portland. We also work with clients throughout the Pacific Northwest.
What happens during my first appointment?
Your first appointment is simply a conversation. We’ll discuss your financial goals, retirement plans, and any questions or concerns you have. It’s an opportunity to get to know each other and determine whether we’re a good fit to work together.
Do you meet with clients virtually or only in person?
Both. We offer in-person meetings at our Vancouver office as well as secure virtual appointments, making it easy to connect wherever you’re most comfortable.