Justin Roberts is driven by a deep-seated passion for helping people. This desire to serve extends to everyone in his personal and professional life. He started in the financial retirement industry as a Registered Investment Advisor in the 1990s and early 2000s. He then spent over a decade in corporate training but had always planned to come back to the individual investor side. The current environment, post-COVID, provided the perfect opportunity to re-enter the field.
With a background in finance, marketing, and investing, Justin is committed to being an independent fiduciary, ensuring his responsibilities are to his clients, not to the shareholders of a big box firm, whose directives and strategies he didn't always agree with. His goal is to provide individualized, holistic strategies for people in their late 50s through their 80s, recognizing that this life stage requires a much different strategic approach than the accumulation phase.
His core motivation remains helping individuals navigate complex areas like portfolio allocation, RMD and income strategies, Roth conversions, tax strategies, and protecting their retirement lifestyle.
