Ted Dietz

Ted Dietz is a well known financial consultant with LPL Financial serving the Central Valley. He works with high net worth individuals, business owners, corporations and non-profit organizations, providing a complex degree of investment management, portfolio construction, and ongoing financial monitoring.
A graduate of the University of California, Fresno with a degree in Agricultural Business and California State University, Stanislaus with a Master’s in Business Administration. Ted also holds several financial registrations including his CFP®, Series 7,24,63,66 with LPL Financial, as well as his life & health insurance licenses.
For more than 17 years, Ted has personally guided his clients to pursue their investment and retirement planning needs. Service and communication are paramount to helping his clients work toward their personal financial goals and are what set him apart from the investment advice offered at other institutions.
Believing that each individual‘s case is unique, Ted listens carefully to understand each person’s goals, shunning any “cookie cutter” approach to financial planning. Instead he utilizes his years of experience and know-how in developing an optimal, high-quality solution that meets his client’s specific needs and goals.
Raise on a Farm in Merced, California, Ted learned the values of hard work, honesty, and personal initiative. Away from the office, Ted Volunteers his time with local 4-H and FFA groups and is an avid golfer. He also enjoys coaching his son and daughter soccer team each year.
He resides with his wife and two kids .