Case Study: Financial Analysis and Portfolio Optimization

Mark Diaz

Financial Advisor
Wealth Management Advisor
Financial Consultant
Skype
Zoom

Financial Coaching, Portfolio Management, Trade Mentoring.

60 Minute - Trading Strategy, including Q&A.

l will be your financial coach; assess your risk tolerance and determine the proper investment vehicle to meet your financial goals. Then, we will discuss questions and strategy for starting a successful financial campaign. Let's make some money!

Greetings fellow traders! I look forward to guiding you in the challenging but lucrative world of the financial markets.

I have spent over 28 years studying and trading multiple asset classes. including, Crypto currencies, bitcoin, stocks "equities", forex (FX), futures, commodities, and associated derivative products, i.e., "Options".

I was a licensed futures and commodities broker with the N.F.A., from 1998-2005, and principal founder, owner and operator for Delaware Futures Inc.

I specialize in the following trading styles and investment strategies.

Swing Trading.

Day Trading.

Momentum Trading.

Portfolio Management.

I am offering expertise and advice in trading, risk management, and investment strategies to help clients achieve their financial goals.

Partner With Mark
View Services

More Projects by Mark