Justin acts as a primary advisor for high-net-worth families, corporate executives, entrepreneurs and early employees of venture backed companies. His approach to wealth management integrates clients’ objectives into a tailored plan. The experience is delivered as major milestones occur, navigating through every stage of life. This concierge style of services allows Justin to approach clients with full transparency to meet their unique needs.
He began his advisory career at RBC Wealth Management as an intern for the SRI Wealth Management Group. From intern to investment associate, Justin progressed through the ranks to become a financial advisor. He gained valuable insights and knowledge on how to properly advise clients on their financial needs and goals. Justin learned proficiency in investment management, asset allocation, wealth planning and ESG (environmental, social and governance) investing.
Justin has passed the Series 7 and 66 securities exams, and holds his life, health, long-term care and annuity licenses. Prior to RBC Wealth Management, Justin spent three years in the music industry as a project manager for a startup record label, working in both London and Los Angeles. He graduated from California State University, Chico with a Bachelor of Arts degree and a minor, along with being a collegiate athlete.
Aside from his profession, Justin likes to stay active by cycling, playing soccer, lacrosse and golf. His passions include travel, continual education and reading. Justin supports ocean conservation through sponsorship of the International Ocean Film Festival.