Justin graduated with a bachelor’s degree from the University of Connecticut’s School of Business and has been working in the financial services industry since 2016. He holds a Series 7, Series 63, SIE, and Life/Accident/Health Insurance licenses and works with clients across the United States, both in person and remotely.

Since navigating one’s finances is often considered a hefty burden, it’s Justin’s goal to alleviate that burden through providing a holistic and personalized approach to financial planning that is built upon a thorough understanding of one’s unique financial situation and needs. He believes that the more comprehensive this understanding is of what matters most to the client, the more effective he can be in offering the most suitable financial solutions.

Unlike the typical financial advisor that focuses exclusively on stock market based solutions, Justin strongly believes a better approach exists and has become an expert with respect to the utilization of both non stock market investments, otherwise known as alternative investments, as well as annuities in conjunction with stock market investments as a means of portfolio diversity that seeks the highest returns possible with as low of a risk factor as possible.

Finally, since Justin has his finger on the pulse of the most commonly voiced concerns of higher net worth individuals, he is equipped to offer appropriate solutions for those needs. Some examples include strategies to reduce one’s taxable income, 1031 exchanges for those seeking the deferral of real estate capital gains tax, Roth IRA conversions providing a means of tax mitigation, and much more.

‍