"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’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 of 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, subscribes to Dave Ramsey’s Seven Baby Steps process and assists several Smartvestor 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 Financial, Trilogy Capital, or LPL Financial.