Justin's Bio
Justin brings nearly 17 years of experience to Perigon. Justin’s background and expertise are in assisting clients in planning for and maintaining a successful retirement, investment management, risk mitigation, and all areas surrounding financial planning. Justin sees himself as the manager/ head coach of every client’s financial planning team, bringing in other experts in Estate, Legacy and Tax planning, and working with them so that his clients can have the comfortable retirement they have always dreamed of having.
Prior to joining Perigon, Justin spent 6 years with Allworth Financial in Sacramento, CA assisting clients with their retirement, investment, and financial planning needs through a holistic financial planning approach. Before that, Justin assisted other independent financial advisors develop and implement strategic niche marketing strategies around the country.
Justin earned his Bachelor of Science degree in Business Administration with a concentration in Finance from California State University, Sacramento. Justin is a CERTIFIED FINANCIAL PLANNER™ and a Certified Funds Specialist. In his downtime, Justin enjoys Golfing, Wake Surfing, Surfing, Cycling, Snowboarding and spending time with his three children.