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PROFESSIONAL PROFILE

Ron Diaz

Vice President
Compreshensive Wealth Advisors
1150 Old Pond Rd
Bridgeville, PA 15017
Office: 412-569-4000
Cell: 412-569-4000
rj@hky.com
cwasmart.com

Professional Approach

Prior to joining CWA, Ron owned an insurance agency providing life, health, property and casualty insurance as well as fixed and fixed indexed annuities. He has a philosophy that “life happens” and everyone should have the right insurance products to traverse the journey of loss. Through his own life experiences, he learned first hand that preparing for the future should be the ultimate goal of every individual: safely and SMART!

Spanning 30 plus years before that, Ron was in the information technology field. His career included senior level assignments in client and project management, sales, and service delivery. As part of the Information Technology Commercial Outsourcing Services group, his responsibilities were to use his outsourcing and management expertise to support sales efforts throughout the country. In this capacity, he was frequently called upon to lead sales development and contract negotiations for outsourcing opportunities related to new and existing clients. He has extensive experience with human resource, consumer products, manufacturing, and transportation sector clients and his business acumen reflects almost 20 years supporting initiatives in these areas. He is well respected in the field at all levels and was often sought out to address challenging client / provider requirements.Ron grew up in Langeloth, Pa, and currently lives in McDonald. He is married to his beautiful wife Gerri and has to amazing children: Manny and Amaia. He is a proven leader in the insurance industry and has a deep understanding of client liabilities. He graduated with a Bachelor of Science Degree in Organizational Leadership and Professional Communication from Duquesne University. He holds both his Life & Health and Property and Casualty Licenses.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and community service work. This year, we honored 3 Pittsburgh-area investment professionals with the Five Star Investment Professional award.