Office: (425) 354-2897
Justin knows that every person is unique. That’s why he begins by getting to know each client as an individual, listening to their personal stories in order to understand and help them clarify their current situation, their immediate plans, and their aspirations for the future. Only then can they work together to develop a personalized, suitable action plan to achieve their goals.
Once a plan is implemented, Justin continues to monitor his client’s situation and listen to them so he can modify strategies when needed, always tailoring the plan to the client’s changing needs and/or desires.
While Justin regularly offers webinars and lectures to share his expertise on investments, tax strategies, insurance, asset protection and growth, and retirement plans, and has thus gained clients across the country, he is committed to designing a plan tailored to your needs, knowing that your individualized plan requires your input both at the beginning and in the future.
Justin earned his Bachelor of Science degree in Finance from Indiana University—Bloomington and continues to update his education and credentials. He and his wife Katherine live with their two beautiful dogs who help care for their flock of chickens. In his spare time Justin enjoys outdoor recreation including skiing, hiking, kite surfing and gardening. As a former DJ, he is also a huge music aficionado, following genres from jazz to EDM to opera.
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
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Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW MARKET ST, SUITE 1850, PORTLAND OR, 97201, 503-2211226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0J12909, AR Insurance License Number - 10893110. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.