Justin continues to garner a growing base of loyalists by providing comprehensive financial guidance and upholding a commitment to place the needs of his clients above all else. He extends the reach of his expertise in investment management, estate and asset protection, family governance and business succession planning by sharing unique education seminars with the employees and executives of Fortune 500 companies. In addition, Justin leads Cora Capital’s investment committee for model portfolio design and asset allocation monitoring.
A proven leader, Justin has previously served as a financial advisor and district manager at Ameriprise Financial in Philadelphia, where his responsibilities and time were effectively divided between overseeing his personal practice and training new advisors.
Since receiving his BS from Philadelphia University, Justin has earned additional designations as a Chartered Retirement Planning Counselor™ (CRPC®) from the College for Financial Planning, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate from The American College. His securities registrations include a series 7 and series 66. He also holds insurance licenses for life, disability, health and long-term care.
* Recipients selected on the basis of client relationship and not the investment performance of the advisor. Past investment performance is not indicative of future results.