Introducing A Financial Advisor

[Hu Rong]

Dear Friend,

I am writing to introduce to you my friend and previous colleague Robert Diaz, who is a Financial Advisor in the Bay Area.  Robert works at Waddell & Reed, and he works with individuals on financial planning (retirement, college funding, home purchase, insurance needs , etc) and investment services (401J rollovers, IRAs, brokerage accounts and managed portfolio).  Robert is a trustworthy person and please feel free to contact him (copied here) if needed. 

Thanks and regards,

Rachael