In his role as a Client Service Associate, Diego works closely with our financial advisors to directly support the operational needs of our clients. Prior to joining CPWM, Diego worked at a local advertising agency as an Accounting Coordinator where he collaborated with the accounting department to carry out the agency’s financial responsibilities. He is very personable, and his experience ensures his success in caring for our clients.
Diego grew up in Tacoma, WA where he worked at his family’s restaurants his whole life. In 2019, he graduated from Washington State University with a bachelor’s degree in Finance. Outside of work, he enjoys golfing, skiing, hiking, fishing, camping, and everything outdoors!
“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.”
– Derek Jeter