If you ask Justin what he does for a living, he will tell you “I help people make smart financial decisions”, and this quote reflects his philosophy in his approach to financial planning. Whether it’s preparing for retirement, buying a house, selling a business, or protecting assets, he will develop an intelligent plan based around your specific needs and guide you every step of the way.
After many successful years at a national brokerage firm, he founded Vision Wealth Advisors in order to offer his clients a higher standard of objective advice and personal attention. Reflected in the company name is his vision of a firm that is dedicated to practicing evidence-based investing and providing a more tailored, personalized experience for clients. Justin is passionate about showing you how investing really works and providing you with the expertise to help you create a successful financial plan.
Justin majored in economics at Temple University, two years of which he spent at Temple University Japan in Tokyo studying international business and finance, and holds the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning. He is also a proud veteran of the United States Coast Guard, having served aboard the USCGC MOHAWK in Key West, Florida from 2001-2005.
Justin has been a resident of Lewisburg for the last 6 years. If you wake up very early you can catch him working out at the local gym; he likes to start his day with exercise and also enjoys basketball and martial arts. He is an avid reader and is always looking for sources to improve his financial knowledge. A few of Justin's favorite finance books are: The Big Short, A Random Walk Down Wall Street, Financial Peace, and Fooled by Randomness.
Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. This program is developed in conjunction with some of the nation's top investment firms. Designees explore case studies based on real-life scenarios, which are designed to prepare them for effectiveness in the real world and for building lasting relationships with clients. Applicants must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.