AJ Long in

AJ Long

Examiner · DISC type cs
Financial Planner at Peak Financial Planning
📍 Buffalo, New York, United States

AJ Long is a Financial Planner at Peak Financial Planning, specializing in investment management, insurance, and comprehensive financial planning. He leverages past experience as a Vice President of Distribution to assist clients with their financial future. He holds a Bachelors degree from Medaille College.

Before entering the financial industry, AJ worked as a Personal Trainer at the Buffalo Athletic Club, suggesting a strong background and interest in health and wellness. He is based in the Buffalo, New York metropolitan area.

Unique Fact: AJ made a distinct career transition from personal fitness training to financial planning.

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Experience
18 Years
Current Role
Financial Planner
Location
Buffalo, New York, United States
Personality Overview

How AJ shows up

Late Adopter
Status Quo Seeker
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics AJ cares about

Comprehensive Financial Planning
He focuses on assisting clients in all areas of their financial future, from college planning to investment and insurance.
Income Protection
Actively promotes Individual Disability Insurance as a critical and affordable protection option for his clients and their practices.
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Career

Work history

4-2025
Financial Planner
Peak Financial Planning
1-2022 - 4-2025
Vice President Of Distribution
Specific Solutions, Inc.
1-2012 - 2-2022
Brokerage Manager
Specific Solutions, Inc.
12-2007 - 3-2013
Personal Trainer
Buffalo Athletic Club
In the press

Media appearances

Media appearances and press coverage
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Education
2009 - 2012
Bachelor's degree
Medaille College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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