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Homero Diaz-Luzardo

Financial Advisor and Business Dev & Operations

Castleview Partners LLC

United States, Texas, Dallas

About Me

Mr. Diaz Luzardo joined Castleview Partners in June, 2020. Homero comes from a family heritage of over 60 years in the financial services industry which has taught him from an early age the importance of maintaining strong multi-generational relationships within his community, friendships and clients by providing a high level of reliance. Mr. Diaz Luzardo’s career started by providing customized insurance planning solutions for wealth preservation purposes and has developed throughout the years into also providing personalized global wealth and investment management solutions. His practice is focused on providing clients personalized advice focused on protecting, preserving, growing, and/

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Profile Information

Financial Advisor and Business Dev & Operations

Castleview Partners LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Aug 24, 2025

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