I help high net worth individuals retire early and avoid paying taxes. I offer a comprehensive array of financial planning resources and proven asset management services to high-net-worth individuals around the U. S. My team and I deliver a wide range of retirement-planning expertise, with a ...more

I help high net worth individuals retire early and avoid paying taxes. I offer a comprehensive array of financial planning resources and proven asset management services to high-net-worth individuals around the U. S. My team and I deliver a wide range of retirement-planning expertise, with a focus on wealth preservation, to both business owners and executives within the technology and defense contractor industries as they contemplate the next chapter in their lives. Justin has passed the FINRA Series 7, 66 financial services examinations, holds a Life and Disability insurance license from the State of California, and is a CERTIFIED FINANCIAL PLANNER™ professional. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.less