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Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

by Justin J. Long CFP®
5 min read
Apr 25, 2021 12:00:00 AM

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner B …

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Topics: Financial Planning |

Financial Planning: Helping You See the Big Picture

by Justin J. Long CFP®
4 min read
Dec 22, 2020 12:00:00 AM

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each com …

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Topics: Financial Planning |

Top 10 questions to ask potential financial advisors

by Justin J. Long CFP®
5 min read
Sep 30, 2020 12:00:00 AM

When exploring partnering with a financial advisor there are many things to consider, here are our top 10 questions to ask during the interview process to ensure you alig …

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Topics: Fiduciary |
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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. Education is empowerment, and we’re here to give you a boost.

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