Justin Waller (CFP®)

Justin Waller focuses in the
following client markets or areas of practice:

Corporate Executives

Financial Psychology/Coaching

Medical Professionals

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I ran my first financial projection at the ripe age of 11. I was trying to show my father the financial benefits of quitting smoking. While I was unsuccessful in my attempt, I look back on that as the first step on a long journey.

I started working in the mutual fund management industry in 1998. I enjoyed helping people improve their lives through their finances, but I wanted to have a more direct and personal impact. In 1999, I started training at the University of California, Davis in their CERTIFIED FINANCIAL PLANNER™ professional training program. This career path allowed me to directly help people achieve their personal goals.

After being recruited by a nationally known financial planning firm in early 2000, I was promoted to training manager before the end of the year. I obtained my Certified Financial Planner designation in the spring of 2003. After spending several years in a fee-based structure, I became a fee-only planner in 2009. I started my own firm in late 2014 to provide more independence and flexibility so that I could better serve my clients.

I enjoy working with active people who see their money as a means to do more with their lives. Whether you are involved in sports, like to travel, want to contribute your time to charitable organizations or are an involved grandparent, I want to help make those things financially possible. I like to work with people who value a trusting relationship with a knowledgeable advisor.

Additional Information

As a six time Ironman triathlon finisher, I enjoy living a multi-sport lifestyle, encouraging others to be active and take a healthy approach to work and to life.

I currently live in Northern California with my wife, and two wonderful children.