Being in the Client's Corner with Justin Long
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…
The skinny
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