Inactive

Diego Luna

Treasure Coast Financial Planning, Inc.

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Current Employers

Treasure Coast Financial Planning, Inc.

545 Beachland Blvd, Vero Beach, FL 32963 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-05
TX	RA	APPROVED	2025-11-19

FL RA
APPROVED

Since 2025-12-05
TX RA
APPROVED

Since 2025-11-19

Branch Locations

545 Beachland Blvd, Vero Beach, FL 32963 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Treasure Coast Financial Planning, Inc.	Vero Beach	FL	09/2025	12/2025
Rio Indio	Ft. Pierce	FL	01/2022	09/2025
Target Corp	Port St. Lucie	FL	10/2021	12/2021
Cobb's Landing	Ft. Pierce	FL	03/2021	06/2021
University Of Central Florida	Orlando	FL	01/2023	05/2025
Indian River State College	Ft. Pierce	FL	05/2019	08/2022
Lincoln Park Academy	Ft. Pierce	FL	08/2014	05/2021
Treasure Coast Financial Planning, Inc.	Vero Beach	FL	12/2025	Present

09/2025 → 12/2025

Treasure Coast Financial Planning, Inc.

Vero Beach, FL
01/2022 → 09/2025

Rio Indio

Ft. Pierce, FL
10/2021 → 12/2021

Target Corp

Port St. Lucie, FL
03/2021 → 06/2021

Cobb's Landing

Ft. Pierce, FL
01/2023 → 05/2025

University Of Central Florida

Orlando, FL
05/2019 → 08/2022

Indian River State College

Ft. Pierce, FL
08/2014 → 05/2021

Lincoln Park Academy

Ft. Pierce, FL
12/2025 → Present

Treasure Coast Financial Planning, Inc.

Vero Beach, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-19

S65 Uniform Investment Adviser Law Examination

2025-11-19

View on SEC IAPD

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