Advisor profile


Our Mission and Vision

Our mission is to maintain trust and instill more confidence with every client we serve.

Our vision is to be an industry leader in client care and financial stewardship.

17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Small Business
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CEPA® Certified Exit Planning Advisor®

Education

  • B.S. Business Administration with emphasis in Finance, CSU Fresno
  • A.A. Liberal Arts, Fresno City College

Awards & recognition

  • Ameriprise Circle of Success, 2021-2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023-2025
  • Brouwer, DeJong & Associates, Forbes Best-in-State Wealth Management Teams, 2025
  • Brouwer, DeJong & Associates, Ameriprise Client Experience Award, 2024

Client Testimonial

Justin is an exceptional, thorough, and trustworthy advisor. He impresses me every time we meet to discuss my finances and future. When we first met, I was still processing the death of my husband and its impact on me and my children. Justin listened carefully and quickly identified my goals. I remember reading his follow-up email and realizing he had captured both my words and intentions. He acknowledged my grief and thoughtfully assessed my financial needs. While I value his expertise, what I admire most is his thoughtfulness, relational skills, moral compass, work ethic, and genuine care for his clients. I’m truly grateful Justin is my financial advisor. – Anne K.

This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.

Community participation

Interests

I enjoy spending time with my family, traveling to new places, giving back to my church and community, finding time to cook a great meal or enjoy a great bottle of wine!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.