Di Gazdar is a Financial Advisor at Treaty Oak Advisors, bringing over 26 years of industry experience. She attended the University of Texas at Austin and holds Series 6, 63, and 65 licenses with LPL Enterprise, along with 11 state insurance licenses. Di has guided clients through significant economic shifts, from the dot-com bubble to the 2008 financial crisis and the recent pandemic's economic disruption. She has witnessed the industry's evolution from paper statements to digital portfolios.
Di specializes in investment planning, generational wealth management, risk assessment and insurance, and estate planning. She also provides financial planning for employees in the high-tech industry, particularly with complex stock issues. Her decision to become an advisor stemmed from her appreciation for analytical work combined with interpersonal connections, and a strong interest in problem-solving to help people achieve their goals.
Her favorite aspect of working with clients involves building meaningful, often decades-long trust relationships. She enjoys helping clients achieve life-changing goals, such as building a comfortable retirement, and creating elegant solutions to their complex financial challenges.
Outside of work, Di has three dogs: Asher, a German Shepherd/Belgian Malinois cross; Malcolm, a German Shepherd; and Cyra, a German Shepherd/Belgian Malinois cross. She fosters for Austin German Shepherd Dog Rescue and enjoys photography, with several of her photographs displayed in the office. Her hobbies also include hiking, camping, strategy games, and gardening.