Gerson Diaz

Gerson joined Boulay Financial Advisors, LLC as an Operations and Compliance Senior Associate in 2022. His passion for wealth management is fueled by the opportunity to encourage and guide clients to gain the confidence they need to make financial decisions that support their future. Gerson supports the wealth management advisors in many ways, including implementing all the relevant rules and regulations for business operations, as well as evaluating and developing efficient in-house processes and procedures. He believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

EDUCATION

• Minnesota State University, Mankato — B.S. Business Management, Business Law Minor, Cum Laude
• Series 65 Registered

PERSONAL INTERESTS

• Golfing
• Baseball
• Traveling
• Running
• Cheering on all Minnesota sports teams