Associate Planning Specialist
Inquisitive, witty and ambitious. An avid traveler, gamer and lifelong learner with a passion for wellness - both personal and financial.
Justin partners with advisors and Strategic’s financial planning team to identify upcoming planning needs and ensuring the team is up to date on changes in laws and regulations, that may impact our planning process. In addition, he is also focused on helping systematize frequently requested deliverables and identifying and developing new planning services.
Justin received his Bachelor of Science in Business Finance from the State University of New York at New Paltz in 2020.
Beneath the Surface
Claim to Fame
Justin has an Associate Degree in Exercise Science and Wellness and a Bachelor degree in Finance. He believes financial and physical wellbeing go hand and hand and loves planning for both!
Justin loves traveling and believes it opens his eyes to what the world has to offer. He loves new experiences so he is always trying something new or going out with friends.
Westchester, NY and has spent his whole life in the lower Hudson Valley Area (Hyde Park, Poughkeepsie, New Paltz).
“I have a unique history. There's no way to ever separate what your life would have been like if you had taken a different path. You have to embrace what is yours, and if you don't like it, you have to decide to change it.”Eve Plumb