As Partner & CEO of Platinum Wealth Group, Justin works with1031 exchange clients, individuals, families, trusts, businesses, and real estate investors. He works closely with his clients advising them on portfolio construction, asset allocation, and legacy planning. Justin’s goal is to prepare every client for the transitions they will face as their lives unfold and their needs evolve.
Prior to founding Platinum Wealth Group, Justin was the Chief Operating Officer for a Wealth Management firm in Orange County, CA. While there, he focused on portfolio construction, asset allocation, security analysis, estate preservation, and insurance need analysis. Prior to that, he was employed by an international commercial real estate development company, where he administered over $1 billion of built properties. Justin began his professional career in the mortgage industry.
Justin is a three-year graduate with honors from the University of California Irvine obtaining a degree in Economics with an emphasis on Finance and Data Analysis. He later completed the Financial Planning program through UCI and UCLA and earned his Master Financial Planner (MFP) designation from the Global Academy of Finance and Management. In addition, he has earned the designation of Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning. Justin holds FINRA Series 3, 7, and 66 Registrations as well as a California Bureau of Real Estate and California Life & Health Insurance license.
When not in the office, Justin is an avid bass guitar player, comedy enthusiast, and lousy golfer. He participates in several local charities and spends his leisure time with his family and friends.