Focus: Insurance Strategies, Investment Strategies
Languages: English
Justin has been in the financial services arena for over 20 years. Justin’s practice specializes in retirement planning, investment planning, insurance planning, and comprehensive financial planning for individuals and small businesses. Through study and education, Justin has earned several designations related to the financial services industry, including Chartered Retirement Planning Counselor (CRPC), and Certified in Long Term Care (CLTC).
Justin graduated with a Bachelor in Finance from the University of Utah and an MBA from Utah State University. In his spare time, Justin enjoys spending time with his wife Katie and their four children. He also enjoys boating, reading, and sports (Utah Utes, Utah Jazz, Boston Red Sox, and RSL).
Licenses/Designations:
- Chartered Retirement Planning Counselor (CRPC)
- Certified in Long Term Care (CLTC)
- Insurance Licenses in: AZ, FL, ID, MT, UT, VA
- Registered Series 6, 7, 24, 63, 65 in AZ, CA, CO, FL, HI, ID, MT, NM, NV, UT, WY and CRIA registered
Justin is a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2901 W Blue Grass Blvd, Suite 320, Lehi, UT 84043 (801) 943-6277.
See Justin’s Licenses and Disclosures
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Capstone Partners - Utah
Main Office
2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043