Justin helps his clients build and protect their wealth by creating customized financial plans tailored to their unique aspirations and circumstances.
Joined Lido: 2021
Homebase: San Diego, CA
Professional Focus: He aids in the creation of financial plans for clients and brings value to the Advanced Wealth Planning team by modeling alternative scenarios. He believes that finance is not just about numbers; it's about making a positive impact on people's lives by providing them with the knowledge and strategies to navigate complex financial landscapes confidently.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor
Education: B.A., Finance, San Diego State University
Previous Work Highlights: Justin worked as a Financial Planning Consultant at LPL Financial, providing support to advisors by modeling financial plans using numerous financial planning tools.
Personal Facts: In his free time, he enjoys staying active and being outdoors – hiking, hitting the gym, enjoying the sunny beaches of San Diego, and playing golf. He is also very passionate about his hometown sports teams: the Los Angeles Lakers & LA Rams.
