In this episode, Charlie speaks with Justin Long CFP®, Founder of Diazo Wealth Group.
Justin is much more than an advisor. In his own words, he is a bespoke financial concierge that truly goes above and beyond to support his clients in every aspect of their lives. Rather than just working with his clients on their investments or financial plans, Justin takes pride in being a one-stop shop for every life need that his client brings to his attention. Need a document at 11 pm for an emergency? Justin will pick up the phone. Do you want to have a financial plan to look at but are not ready to commit to an advisor? Diazo will produce one for you to help your financial outlook.
Justin is truly a fiduciary that takes pride in being the person that his clients can turn to when a critical need arises. And, if it's not in his wheelhouse, Justin has a network of excellent professionals to refer to that share his ethic of service.
It was an honor to do this interview with Justin and there are a ton of meaningful insights that can be drawn from this one. Justin is always ready to help, so be sure to reach out to him for trusted and well-sourced advice on any critical life topic.
Justin Long
LinkedIn: https://www.linkedin.com/in/justinlongcfp/
Website: https://www.diazo.com/