Client Advisory

Biography

Justina is a Senior Associate in the Denver office. In her current role, she writes comprehensive financial plans, manages client relationships, participates in client review meetings, provides day-to-day client service and operations support, and works hand in hand with partners to provide an exceptional client experience.

Prior to joining Cerity Partners, Justina was a Wealth Strategist at Janiczek Wealth Management. She wore many hats including preparing and presenting financial plans, supporting primary advisors, providing exceptional client service and support on a daily basis, running various internal operations, and training new hires. Prior to Janiczek Wealth Management, Justina worked at Charles Schwab as a senior specialist on the Pinnacle high net worth team and active trading team. Her journey in the industry began as a Financial Advisor at Waddell & Reed prior to joining Charles Schwab.

Over her career, Justina has gained valuable industry experience and knowledge to provide wholistic financial advice creating a highly personalized client experience.

Education

  • BA in Finance, focus in Financial Services from Metropolitan State University of Denver

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor (AWMA®)
  • Accredited Asset Management Specialist (AAMS®)

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