Justin provides invaluable analytical insights and understanding of portfolio structure to the River Wealth Advisors team. He is a true asset to clients, through his expertise in financial planning and investment management services. Justin also plays an integral role in developing fixed income portfolios and serves as a key member on River Wealth Advisor’s investment committee.
Justin earned the Certified Financial Planner™ designation for financial professionals who have met the investment experience and ethical requirements. The CFP® certification signifies proficiency in financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Justin holds a degree in finance from Saint Joseph’s University Erivan K. Haub School of Business. Prior to joining River Wealth, Justin served as a consultant for Healthcare Professional Management Services.
In his free time, Justin enjoys investing in real estate, traveling, golfing and spending time with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.