Coaches clients towards better financial decision-making
Azusa Pacific University’s School of Business Alumni
Enjoys hiking & rock climbing
Passionate about working with young families
Will video conference with clients to make it easier
Justin’s core philosophy is to enrich the lives of others in any way he can, be it small or life-changing. He enjoys helping people “see the larger picture” so they are able to have a more positive outlook on their situation and make better, more informed decisions.
Justin’s career as an Advisor began while completing his Bachelor of Science in International Business at Azusa Pacific University in April of 2013. He views his role as a lifetime Advisor to his clients as the perfect match between his passion for providing guidance to others and knowledge of financial planning and investment strategies. When making big decisions, one of the most valuable assets is a financial roadmap to the future and a co-pilot to help navigate when life gets confusing. Justin serves as such for his clients.
In his time with Trilogy, Justin has developed his expertise in dealing with pre- and recent retirees, business owners and individuals transitioning wealth through inheritance or sale of a significant asset (real estate, business, etc). He enjoys working with young families to help them work towards future success and assists several SmartVestor Pro planners on his team.
When he is not meeting with his clients, Justin and his wife Shelby can be found climbing rocks of all sizes, shapes and colors in the Inland Empire, Orange County and the San Gabriel and Sierra Nevada mountains.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
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When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
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Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.