Stephanie Diaz | Office Administrator | Cetera Investors

Stephanie Diaz

Office Administrator

Hi! My name is Stephanie Diaz, and I am the Office Administrator at Cetera Investors. I have been in this role for over 6 years.  I currently hold my Series 6, 63, 7, 26, 24, 66, and 51 licenses with FINRA.   

I love my job as an Office Administrator because I get to use my customer service skills to assist clients and support our advisors daily. Helping others brings me a lot of joy. 

Prior to finding my way into the financial industry, I lived in Costa Rica, where my husband, Rudy, and I owned a surf school. While living abroad, I also earned my Bachelor of Science in Business from the University of Phoenix and graduated with honors.   

After our incredible journey in Costa Rica, my husband and I decided it was time to start our little family, and we moved back to the United States.  

I currently live in Fort Mill, SC with my husband and our two boys.  In my free time, I love going on adventures with my family. We spend most of our time outdoors enjoying nature – our favorite place in town to get our nature-fix is the Anne Springs Close Greenway. 

Thanks for taking time to learn a little about me - I can’t wait to learn more about you! 


Initial Client Consultation


Stephanie Diaz | Office Administrator | Cetera Investors