portrait of Justin P Watkins
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

About Justin

As a dedicated husband and a father of four, I understand the importance of having the financial security and freedom to truly enjoy what matters most. When family is your number one priority, you must find the balance between appreciating the moments with those you love and ensuring the future is secure. That process can be challenging but extremely rewarding.

Helping people to understand what they truly value from life, and how their finances can be used as a tool to live a fulfilling and ideal life, is my area of focus. Through comprehensive, values-based financial strategies, we will develop...

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Massey UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Architecture
  • Snowboarding
  • Mountain Biking

Team Members

  • Nancy Sullivan
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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