Giancarlo Diaz-Munio, CFP®, CSLP®

Impacting peoples lives in a positive way through wealth management

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Freedom Advisory® Giancarlo Diaz-Munio, CFP®, CSLP®

Serving Clients Nationwide

Impacting peoples lives in a positive way through wealth management

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Student Loan Advising
  • Taxes

About Me

Giancarlo Diaz-Munio has been with Freedom Advisory, LLC since 2013. He excels in helping his clients through a financial planning approach toward their financial goals and profile. He also feels a great commitment to every person he has the privilege of working with. Giancarlo understands and recognizes the heavy burden and importance of his role in that person’s life.

“I believe that as a CFP® and Financial Advisor, it is my responsibility to always give that 110% for my clients. For every family I work with, I have a mission to impact their lives positively, and I do this by recognizing what really matters in their lives. My clients deposit great trust in my hands, and it is my job to guide them in a way that will be possible for them to meet their financial needs and aspirations. For me, that is so much more than just a number; It is that great retirement life, a paid education for your children or loved ones, a down payment on the first mortgage for someone you hold dear, that great family vacation you always dreamed, etc. Everyone has a different set of needs; that is why it is so important to have that conversation where we can set goals and a strategy that fits their specific needs and desires.”

Beyond the office, Giancarlo spends some of his time teaching young physicians the importance of debt management, financial planning 101, and best practices with student loans.

Giancarlo graduated from the University of Puerto Rico with a bachelor’s degree in finance and held the CERTIFIED FINANCIAL PLANNER™ and the CERTIFIED STUDENT LOAN PROFESSIONAL™ designations.

Outside the finance work, Giancarlo enjoys keeping active by exercising, spending time with family, traveling to new places, experiencing their culture, and enjoying a great meal.

Professional Designations

  • Certified Student Loan Professional (CSLP)


  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

Centro Internacional de Mercadeo Tower One - Suite 205 Guaynabo, PR 00968

Additional Locations

📍 500 East Broward Boulevard, Suite 1710, Fort Lauderdale, FL 33394


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

Freedom Advisory, LLC is a full - time fiduciary wealth management firm dedicated to helping you achieve the independence you want in your financial life. The FREEDOM Process™ is our approach to planning, smart financial decision-making, and implementing evidence-based investment principles for our clients.


We are dedicated to offering unbiased wealth management services and to always act in your best interest. Our collaborative team approach brings multiple, diverse experts to every detail of your wealth management and financial success.


Our clients are successful individuals looking for a team of professionals they can trust to manage the complexities of their financial life. We handle the details with sophisticated solutions while addressing blind spots before they can become problems.

“Achieving Financial Freedom is about more than your investments; it is about living the life you want.”


Universidad de Puerto Rico, Bachelor of Business Administration (BBA), Finance, General

Hobbies and Interests

  • Cooking
  • Exercising
  • Family
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Parents
  • Physicians
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.