As Owner & Founder, Justin has over 12 years of experience as a financial planner. If you ask Justin what he does for a living, he will tell you “I help people make smart financial decisions”, and this quote reflects his philosophy in his approach to financial planning. Whether it’s preparing for retirement, buying a house, selling a business, or just getting organized, he will develop an intelligent plan based on your specific needs and guide you every step of the way.
After many successful years at a national brokerage firm, he founded Vision Wealth Advisors in 2011 to offer his clients a higher standard of objective advice and personal attention. Reflected in the company name is his vision of helping people align their values with their finances and providing a more tailored, personalized experience for his clients.
Justin is a CERTIFIED FINANCIAL PLANNER™ and holds a B.A. in Economics from Temple University, and earned an M.S. in Financial Planning from one of the top CFP® Board Registered Programs in the country at Golden Gate University. In addition, Justin holds the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning. He is also a proud veteran of the United States Coast Guard, having served aboard the USCGC MOHAWK in Key West, Florida from 2001-2005.
Justin has been a resident of Lewisburg for the last 10 years. If you wake up early you can catch him working out at the local gym, he likes to start his day with exercise and also enjoys basketball and Brazilian Jiu-Jitsu. He is an avid reader and is always looking for a good finance book. A few of Justin's favorites are: The Big Short, A Random Walk Down Wall Street, Financial Peace, and Fooled by Randomness.
Disclosure: No compensation was given, directly or indirectly, for the below reviews and all reviews can be accessed at the link below