Justin Moilanen (CFP®, MBA, RICP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Justin serves as the firm’s Director of Investments and is an Investment Adviser Representative regulated by the Securities and Exchange Commission. Justin also specializes in retirement planning and is a Retirement Income Certified Professional®.

After earning his bachelor’s degree in Finance, Investment, and Banking from the Wisconsin School of Business at the University of Wisconsin-Madison, Justin earned his graduate degree (MBA) from the University of Wisconsin-Milwaukee. Justin completed his CERTIFIED FINANCIAL PLANNER™ professional coursework through Northwestern University.

He serves as president-elect of the Board of Directors for the Financial Planning Association (FPA) of Wisconsin and secretary of the Board of Directors for the Racine Kenosha Estate Planning Council. He is also member of The National Association of Personal Financial Advisors (NAPFA).

Additional Information

Justin Moilanen is a CERTIFIED FINANCIAL PLANNER™ professional at Financial Service Group. He helps individuals and couples of all ages manage their financial life. Some of the topics Justin and his clients discuss include investment management, retirement planning, and taxes. As a fee-only fiduciary, Justin does not accept commissions from clients.

NAPFA Start Date

April 10, 2017

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This Office

4812 Northwestern Ave Mount Pleasant, WI 53406-1504 Phone: (262) 554-4500 Fax: (262) 554-1907