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What is a Fiduciary?

A Fiduciary is an Advisor that always puts a clients interest first, no matter what. As a Diazo client, you will work with a fiduciary advisor who leads the client team, including a Certified Financial Planner™.

CFP® professionals are held to strict ethical standards and have passed a rigorous exam to demonstrate they can help deliver a comprehensive financial planning strategy. 

As of October 1, 2019 here are the CFP Boards new standards. 

 

Registered Representative and Investment Adviser Representative of and offers securities and advisory services in states where registered through E.K. Riley Investments, LLC.  Member FINRA and SIPC, Broker Dealer and an SEC Registered Investment Adviser. 

Diazo Wealth Group is a division of E.K. Riley Investments, LLC