FIFTH
ELEMENT
FINANCIALS
Empowering Families for Financial Success
Who We Are
Empowering Financial Solutions
Fifth Element Financials is a trusted financial services firm dedicated to providing tailored financial solutions to hard working families striving for financial stability. Our experienced team is committed to understanding each client's unique financial needs and risk tolerance, crafting personalized strategies that align with their long-term goals. We prioritize building strong client relationships through transparency and honesty, and the delivery of real-time financial services.
Mission
Enabling Financial Growth
At Fifth Element Financials, our mission is to empower our clients by equipping them with the knowledge and tools necessary to achieve financial growth. We are dedicated to offering comprehensive financial solutions that are aligned with individual aspirations, always placing our clients' best interests at the forefront.
Team
Abel Diaz
Abel Diaz leads our financial planning team with over a decade of expertise in financial planning and analysis. His insights drive our financial strategies, ensuring optimal results for our clients. Abel holds a master's degree in wealth management from Columbia University in the city of New York.
Jerry Pena
Jerry, our Senior Director, specializes in retirement planning, portfolio management, and research and analysis, providing valuable insights for informed decision-making.
Amit Patel
Amit Patel, our Risk Management Specialist, focuses on creating tailored risk management strategies to align with our clients' financial goals and risk appetite.
