About Us

Preserving legacies with integrity and excellence.

A team of dedicated planners committed to delivering high-level advisory and bespoke coverage solutions for high-net-worth families and institutions.

Meet Our Founder Our Values

Leadership & Trust

Diana Bermeo

Founder & Principal Financial Advisor

With over a decade of experience in the insurance and wealth management industry, Diana Bermeo leads EREZ Insurance guided by a simple yet profound premise: high-net-worth families deserve a level of protection and insurance engineering that combines technical sophistication with real personal attention.

"Our mission is not to sell contracts; it is to structure defense strategies for your family's wealth and business continuity. Every tax-optimized solution, life insurance policy, and retirement plan we implement is aligned with our clients' life vision."

"Safeguarding a legacy requires technical rigor and genuine relationship building."

Schedule a Meeting with Diana

Our Pillars

Core values guiding our daily work

We believe in impeccable service and long-term commitments that transcend generations.

Absolute Confidentiality

We manage all wealth and personal data under the strictest corporate secrecy, protecting your family's and business partners' privacy at all times.

Technical Rigor

Our insurance and investment plans are backed by exhaustive quantitative analysis, ensuring tax optimization and compliance with IRS guidelines.

Human Connection

We believe in relationships. Your advisor will not be a voice in a call center, but a trusted partner who accompanies you through your financial milestones.

Consolidate your financial plan today

Allow us to be your partners in protecting your capital and structuring your retirement.

Contact a Specialist