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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Diego A. Correa

Senior Vice President


Diego has been helping people protect and grow their wealth for over 16 years. As an experienced Financial Advisor and manager, he delivers personalized investment and asset protection strategies to affluent families and business owners. Diego focuses on financial planning with a specialization in designing income distribution for individuals in or near their retirement.

Graduating from Montclair State University, Diego earned a BA in Finance and I/B in 2004. Diego Holds his FINRA Series 26, 7, 6, 65 and 63 registered; allowing him to offer dynamic planning portfolios for his clients. He provides refined strategies for asset accumulation, preservation, distribution and wealth transfer.

Currently, Diego is the Senior Vice President at Primary Financial and one of the leading managers in the country for Penn Mutual. He advocated by coaching advisors with LEAP and creating Professional Alliances. 

Diego is married to Andrea and has has a mini soccer team of four boys. Passionate about his kids and soccer hoping he can coach them to become soccer pros one day.