Diego Luna
Investment adviser representative at Treasure Coast Financial Planning, Inc.
11 yearsExperience
2 statesRegistered in
$241.5MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Treasure Coast Financial Planning, Inc.Sep 2025 to now
- University of Central FloridaJan 2023 to May 2025
- Rio IndioJan 2022 to Sep 2025
- Target CorpOct 2021 to Dec 2021
- Cobb's LandingMar 2021 to Jun 2021
- Indian River State CollegeMay 2019 to Aug 2022
- Lincoln Park AcademyAug 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Treasure Coast Financial Planning, Inc.
$241.5MAssets managed
251Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8185723
- Firm CRD
- 166684