About us

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Diego Arteaga

CLIENT CARE SPECIALIST

Diego joined the Illuminate family in August of 2021 bringing a mix of financial and customer service experience to help in serving the clients of our firm. Before joining Illuminate, he spent the last few months working with independent Advisors at Charles Schwab. Diego finds fulfillment in seeing how the financial planning process can help people reach their own goals, hopes, and dreams.

Diego graduated in December of 2020 from the University of Wisconsin-Madison with a Bachelor’s in Personal Finance. Although he is eligible to take the CERTIFIED FINANCIAL PLANNER exam, he aims to take it in late 2022. Eventually, Diego would like to start taking on his own clients, helping them gain clarity within their financial picture.

When not serving the clients of Illuminate, you are likely to find Diego enjoying the outdoors, whether that be hiking, exercising, or skydiving.

Contact Us

We understand that each client has their own way they like to meet. Some prefer regular in-person meetings, while others are happy with Virtual meeting via Zoom or Phone meetings. We are happy to meet you the way you would like.