About
About WealthProTools
Empowering Financial Advisors with Ready-to-Use Tools
At WealthProTools, our mission is simple — to help financial advisors work smarter, faster, and more efficiently. We provide high-quality, downloadable templates, checklists, planners, and resources tailored specifically for the financial services industry.
Whether you’re an independent advisor, part of a wealth management firm, or running your own practice, our tools are designed to save you time, enhance client engagement, and elevate your professional brand.
Why We Started
As industry professionals ourselves, we noticed a common frustration among advisors — spending countless hours creating reports, client onboarding materials, or marketing templates from scratch. We knew there had to be a better way.
So, we created WealthProTools: a one-stop digital shop filled with practical, customizable tools that financial advisors can download and start using immediately.
Our Team
Janice Diaz
Founder
Janice Diaz is an accomplished Business Development Strategist with over 25 years in financial services, including roles as VP of Business Development, CMO, and Group Director of Business Services.
Her extensive expertise and global network of industry professionals and providers enable her to drive strategic growth and sustainable scaling for clients, helping them thrive in a competitive market.
Mamunur Rashid
CTO
Md Mamunur Rashid is an accomplished IT manager and creative technologist with over 18 years of experiencedelivering IT solutions and design support for global businesses, including U.S. financial services firms. With a unique blend of technical expertise and creative design, Rashid drives innovation across web development, user experience, server management, and automation.
Mahafuz Hasan
Creative Designer
Hasan is a passionate and detail-oriented graphic designer who excels at crafting visually stunning solutions to elevate brands. With expertise in logo design, flyers, brochure, business cards, and dynamic social media content, he transforms ideas into compelling visuals with creativity and precision. Committed to making brands stand out.
Mehedy Hasan
Developer
Mehedy is a passionate and skilled web developer specializing in WordPress. With expertise in front-end and back-end technologies, he creates high-quality, responsive websites tailored to client needs. Mehedy excels at building custom themes, developing plugins, optimizing performance, and delivering full website solutions.
Ready to Level Up Your Advisory Practice?
Save hours of work and impress your clients with professionally designed templates and tools — created specifically for financial advisors like you.
