Marlene Diaz

Executive Asst/Case Manager

Marlene has joined Wealth Legacy Group, Inc. as an Executive Assistant and Case Manager. She is in charge of investment applications and supports clients by advancing the progression of their cases while also assisting the R. J. & WLG team with daily operational needs. Her exceptional organizational skills and quick-thinking attitude allow her to fill the multiple positions and duties she is assigned. Marlene thinks outside the box often and expertly handles and anticipates needs as they arise.

She has over 9 years of experience as an Executive Assistant and Office Manager.

Marlene was born and raised in the Los Angeles area, and recently moved down to San Diego with her family due to her husband being Active-Duty military for the U.S. Navy.

She received her bachelor’s degree in Business Administration from California State University, Dominguez Hills and an MBA in Management from Southern New Hampshire University.

On her spare time, she loves to spend time with her husband, two children, and two Boston Terriers. She loves to sing, watch baseball and hockey, and loves to go to Disneyland!