Client Advisory

Biography

Justin is a Principal in the Saratoga Springs office. He is part of the firm’s Executive Financial Counseling practice, providing financial planning, tax planning, tax preparation, investment planning and management, insurance risk management and estate planning to corporate executives.

Prior to joining Cerity Partners, Justin was a Vice President at Goldman Sachs. In addition to his role in providing financial counseling to executives, Justin led seminars across all financial planning disciplines. Prior to that, Justin was responsible for managing and mentoring a team of financial planners for Goldman Sachs Ayco.

Education

  • B.A. in Professional Accounting, concentration in Finance from the State University of New York College at Oneonta

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Life/Accident & Health License Holder (NY)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.