Diego A. Verdugo, CFP®, AIF®, CRPS®

Diego A. Verdugo, CFP®, AIF®, CRPS®

Managing Director @ Principal Financial Group

About

Diego Verdugo is a first-generation, bicultural and bilingual immigrant from Sonora, Mexico. After becoming the first in his family to obtain an undergraduate degree, Diego entered the financial services industry by joining Principal®. As Managing Director, he provides leadership, operational and consulting support to financial professionals. He co-leads his region’s recruiting, retention and professional development efforts; serves as an internal Investment Specialist; and has his own practice serving business owners, families and professionals. Diego is actively involved in several community and national organizations, including Junior Achievement, the Association of Latino Professionals for America (ALPFA), Los Caballeros, and multiple Hispanic Chambers of Commerce. He is an advocate for financial literacy, focusing on closing the financial knowledge and wealth gaps in underrepresented and low-income communities. He holds a B.A. in Economics/Business and Spanish from Cornell College and is part of the less than 3% of Latino CERTIFIED FINANCIAL PLANNER® Professionals in the U.S. (CFP Board - https://www.cfp.net/industry-insights/reports-and-statistics/professional-demographics). Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Diego Verdugo, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Diego Verdugo is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. /*********/ The skills list below does not imply licensure, training, or the ability to solicit products or services.

Country

United States

City

Greater Phoenix Area

Industry

Financial Services

Skill

-

Experience

Principal Financial Group

Managing Director

Principal Financial Group

LinkedIn
2022-12 - Present · 3 yrs 9 mos

Greater Phoenix Area

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Principal Asset Management

Director | Knowledge Hub

Principal Asset Management

LinkedIn
2018-1 - 2022-12 · 5 yrs

Phoenix, Arizona Area

Principal Financial Group

Relationship Manager - Key/National Accounts

Principal Financial Group

LinkedIn
2014-9 - 2018-1 · 3 yrs 5 mos

Des Moines, Iowa Area

Principal Financial Group

Leadership Development Rotational Program

Principal Financial Group

LinkedIn
2012-6 - 2015-6 · 3 yrs 1 mo

Des Moines, Iowa Area

The Southern Cone Group

Financial Analyst Intern

The Southern Cone Group

LinkedIn
2011-9 - 2011-10 · 2 mos

Montevideo, Uruguay

Education

Cornell College

Cornell College

LinkedIn

Economics/Business, Spanish

2008 - 2012 · 4 yrs

Diego A. Verdugo, CFP®, AIF®, CRPS®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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