Our Team of Professionals
Janice Diaz
Managing Partner
Janice Diaz is a Managing Partner at Expat Wealth Partners with over 25 years of experience in the financial services industry. Her career has been dedicated to driving growth, developing high-performing teams, and creating impactful strategies for financial professionals working with U.S.-connected and globally mobile clients.
With a strong background in marketing, business development, and advisor training, Janice has helped firms expand their footprint, scale AUM, and attract qualified international clients. She has led initiatives across independent RIAs, broker-dealers, and advisory networks—bridging the gap between traditional financial services and the evolving needs of cross-border advisors.
Janice is known for her ability to help advisors position their brand, build sustainable practices, and navigate the challenges of entering or growing in the U.S. expat and international wealth space. She works closely with financial professionals to implement strategies that are practical, compliant, and focused on long-term business success.
Her mission is to empower advisors with the right tools, training, and guidance to serve their clients confidently—no matter where they are in the world.
Let’s Build Your Cross-Border Advisory Success
Take the Next Step Toward Growing Your Business
At Expat Wealth Partners, we help advisors scale, attract high-value international clients, and navigate the complexities of cross-border wealth management. Whether you’re looking for growth strategies, lead generation, or compliance support, we provide the expertise you need.
📞 Let’s talk about how we can help you grow your practice.