As a wealth management advisor, Justin offers a comprehensive array of financial planning resources and proven asset management services to high-net-worth individuals around the U.S. Justin delivers a wide range of retirement-planning expertise, with a focus on wealth preservation, to business owners and corporate executives within the technology industries, as they contemplate this next chapter in their lives. Justin is also an integral team member of Pacific Divorce Management, supporting their financial planning efforts as Southern California’s leader in high-net-worth divorce consulting.
Justin committed to a career in the investment advisory industry in 2006, while working as an intern with Pacific Wealth Management and later at university with Morgan Stanley. After earning his college degree, Justin began his professional career as a financial advisor with Wells Fargo Advisors. A native of San Diego, Justin is a graduate of the University of California Davis with a degree in Economics and Art History while also attending the University of California Study Center in Siena, Italy. He is a graduate of the College for Financial Planning.
Justin is a CERTIFIED FINANCIAL PLANNER® Practitioner and Certified Divorce Financial Analyst®. He has passed the FINRA Series 7 and 66 financial services examinations and holds a Life and Disability insurance license from the State of California.
Check the background of this investment professional on FINRA’s BrokerCheck.