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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.

Justin Long

Justin Long

Justin J Long is the Founder and Lead Advisor of Diazo Wealth. Justin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with nearly two decades of experience in the financial industry. Prior to establishing Diazo, Justin was employed by one of the largest asset management firms in the world for nearly a decade. Throughout the years, Justin has had the privilege of working with an array of people and circumstances -- from low-income families, to young professionals at the start of their careers, to high net-worth individuals approaching or in retirement.

Recent Posts by Justin Long:

by Justin Long, on Aug 11, 2021

Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to …

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Topics:Markets

by Justin Long, on Jul 23, 2021

There's a lot going on in the world right now. I thought this blog was going to be about the $3.5 trillion budget deal or what to do with any …

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Topics:Markets

by Justin Long, on Jul 14, 2021

In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it. First and …

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Topics:Financial Planning

by Justin Long, on Jul 07, 2021

I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large …

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Topics:Financial Planning

by Justin Long, on Jun 07, 2021

Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to …

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Topics:Financial Planning

by Justin Long, on Apr 25, 2021

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may …

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Topics:Financial Planning

by Justin Long, on Dec 22, 2020

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 …

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Topics:Financial Planning

by Justin Long, on Sep 30, 2020

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 align with …

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Topics:Fiduciary

 

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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