Associate Wealth Advisor
Justin is an Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Justin worked in client services at Vanguard before transitioning to a financial planning role with another wealth management firm. Justin graduated with a bachelor’s degree in Financial Planning from Temple University. Outside of the office, Justin enjoys cooking, playing sports, traveling and spending time with friends and family.