Denzil Dias
Partner
Phone: (212) 867-7730
Fax: (212) 682-1129
E-mail: ddias@prbinc.com
Denzil Dias joined Price Raffel & Browne in 2003 as a Sales Associate in the Investment and Retirement Planning Division. He was subsequently promoted to Manager of New Business Operations - Life and Disability Insurance. In 2009 he was asked to join Ian S. Baker – President Price Raffel & Browne, as a partner to help develop and implement Wealth Management and Retirement Planning strategies.
Mr. Dias brings a wealth of analytical acumen and extensive technical skills to the development of individual Retirement Strategies for clients in a world of ever changing technological advances and investment solutions. His experience includes working with advanced Financial Planning tools such as Wealth Evaluator, Morningstar Advisor Workstation, Albridge OneSource Integration System and Redtail Technology CRM Systems. All geared toward providing a cutting edge approach to Holistic Retirement Planning and Wealth Management.
Mr. Dias holds a Bachelor’s of Science Degree in Business Finance and a minor in Computer Science. He is licensed as a Registered Representative of Ameritas Investment Corp. (AIC) with the Series 7, Series 66 and the New York State Life and Health Insurance licenses.
He is currently pursuing his Certified Financial Planner (CFP) designation through New York University (NYU) in Manhattan.