Diego Luna has been an investment adviser representative at Treasure Coast Financial Planning since November 2025, and is not listed among the firm’s executive officers or direct owners. Diego Luna studied at the University of Central Florida.
Treasure Coast Financial Planning, Inc. is a Vero Beach, FL firm with $241M under management, 251 clients and 5 advisers in one office, as of its March 2026 filing.
Diego Luna supports the team at Treasure Coast Financial Planning, based in Vero Beach, Florida, wherever necessary to keep daily operations running smoothly. He takes an interest in behavioral economics and people's relationships with money. He is currently working towards the professional certifications needed to be a practicing financial planner.
- – present · under a yearVero Beach, FL · Adviser representative · Firm CRD 166684
Investment adviser representative registrations
Diego Luna is registered as an investment adviser representative in 2 states. The first approvals date from November 2025; the most recent is Florida, in December 2025.
- FloridaSince 5 December 2025
- TexasSince 19 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8185723
- Firm
- Treasure Coast Financial Planning · CRD 166684
- Office
- 545 BEACHLAND BLVD, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplanningco.com
Where does Diego Luna work?
Diego Luna is an investment adviser representative registered through Treasure Coast Financial Planning, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Diego Luna a financial advisor?
Yes. Diego Luna has a current investment-adviser registration in Florida and Texas, through Treasure Coast Financial Planning since November 2025.
How many years of experience does Diego Luna have?
Diego Luna has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Diego Luna passed?
Diego Luna passed the Series 65 in November 2025.
Where is Diego Luna based?
Diego Luna’s registered office is in Vero Beach, FL.
Is Diego Luna registered with FINRA?
No. Diego Luna has no current broker registration.
How can I verify Diego Luna’s record?
Search CRD 8185723 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Diego Luna’s full registration record.
