About Justin
Based in Palo Alto, Justin brings nearly a decade of investment management, financial counseling, estate planning, retirement advice, and tax planning to his clients. A wide range of clients turn to Justin, including startup professionals, executives of more established firms, and retirees.
Education and Professional Milestones
- University of Tennessee – bachelor’s degree in advertising and public relations
- University of Illinois – Juris Doctor, cum laude
- Has also specialized in individual and partnership tax at a San Francisco accounting firm
Based in Palo Alto, Justin brings nearly a decade of investment management, financial counseling, estate planning, retirement advice, and tax planning to his clients. A wide range of clients turn to Justin, including startup professionals, executives of more established firms, and retirees.
Education and Professional Milestones
- University of Tennessee – bachelor’s degree in advertising and public relations
- University of Illinois – Juris Doctor, cum laude
- Has also specialized in individual and partnership tax at a San Francisco accounting firm