PROFESSIONAL PROFILE
Justin operates a wealth management practice for the benefit of affluent individuals, families, and institutions. He realizes that every client's situation is unique. By listening to and understanding the needs of his clients, he acts as a personal CFO focused on meeting their objectives in growing, preserving and building a legacy of wealth. This goals-based planning approach addresses the question: "How do I achieve my goals in a way with which I am comfortable?"
Beginning with a thorough analysis of your current financial situation and identification of your goals, a customized investment strategy will be developed. This strategy will help address your short-term needs, assist in maintaining your lifestyle now and through retirement, and provide options to build and preserve your wealth. Through our regular communication and review of your progress toward achieving these goals, you will find peace of mind and can focus on what is most important in your life, personally and professionally.
Justin joined Merrill Lynch in 1999 and has worked as a Financial Advisor since 1997. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he is a CHARTERED RETIREMENT PLANNING COUNSELORSM. He graduated from the University of Southern California with a B.S. in Business. Justin lives in Rancho Palos Verdes with his wife and three children.