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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

Rod Diaz, CRPS®, AIFA®

Rod Diaz serves as Manager of Retirement Plan Services for McKinley Carter. Prior to McKinley Carter, Rod served as an Investment Banking Analyst for Parker/Hunter and later as their Syndicate Manager. He worked on taking several Pittsburgh companies public, including Carnegie Group, Matthews International, Industrial Scientific, Tollgrade, Lifecor, Piercing Pagoda, Aqua Penn, and Alpha Net Solutions.

Rod holds a bachelor’s degree in architecture from the University of Notre Dame and an MBA from Carnegie Mellon University. He has also successfully completed both the Chartered Retirement Plans Specialist Designation Program and the Accredited Investment Fiduciary Analyst Assessment. He has also twice received the Five Star Wealth Manager Award from Pittsburgh Magazine.

Outside of the office, Rod has a passion for aviation, and is now an instrument-rated pilot and enjoys flying small airplanes.

Posts by Rod Diaz, CRPS®, AIFA®

Rod Diaz, CRPS®, AIFA®
Rod Diaz, CRPS®, AIFA®

McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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As a registered investment advisor (RIA), we have always operated in a fiduciary capacity, thus avoiding the conflicts of interest for which the Fiduciary Rule is meant to address.

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The best way we can help our clients prepare for the unexpected is to ensure they have the right type and amount of insurance, and to review these coverages.

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Time well-spent is considered an investment of time, so isn’t money well-spent considered an investment too?

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