I am a Lead Planner with Facet and a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Wealth Management Certified Professional (WMCP). I have over 3 years experience helping educate clients reach their financial goals. I am a life-long learner and have a passion for helping clients navigate their financial journey. I believe everyone needs a financial plan to make sure they are on the right path to achieve financial freedom.
I am from Texas and have lived in San Antonio nearly my entire life. I enjoy the warmer weather to spend more time outside training for marathons and exploring new hiking paths. I also like watching movies, going to sporting events, and spending time with my wife while exploring new places to travel.
Education: University of Texas at San Antonio (BS)
"Habits are the compound interest of self-improvement." – James Clear
Get to know Justin
Snow in San Antonio
Family Fun Hiking
What was the best concert you ever attended?
If you could visit anywhere in the world you've never been, where would you go?
What's your favorite movie?
What's the last book you read?
Atomic Habits by James Clear