Justin started as a Financial Advisor in 2006. His focus is to help clients work toward creating and maintaining financial independence through a series of strategies that are oriented around Retirement Planning, Investment and Risk Management.
By partnering with his clients, Justin feels that he can offer rhyme and reason to the financial strategies that clients implement. He believes that educating clients empowers them to make informed decisions when it comes to the products and services they choose.
Justin graduated with an Associate Degree in Business Administration in 2003. Justin has securities licenses 7, 66, and 24 through LPL Financial as well as the designation of Certified Plan Fiduciary Advisor.
Justin has over 28 years of managerial and customer service experience. He has a strong knowledge base of Life Insurance products as well as investment solutions like Mutual Funds, Stocks, Bonds, Annuities, and Fee-based Asset Management and offers comprehensive Financial Planning.
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