Sterling Financial Group

Sterling Financial Group is committed to excellence. Sterling is owned and managed by 10 investment and service professionals who pride themselves on the highest standards of professionalism, fiduciary duty, and discretion. As a wealth manager, Justin helps clients accumulate, advance, and pass on wealth. The goals seem simple, but the complexities... of investments, tax, business, estate, and risk management can be overwhelming, which is why Justins clients turn to him. Justin acts as the CFO for his clients, who include prominent business owners, executives, professionals, and retirees. For Justin, one of the most rewarding parts of his work is when clients have an aha moment: when they leave a meeting, saying that, finally, for the first time, they understand a concept or its importance to their financial plan. Justin started his career in 1995 and was a founding member of Sterling Financial Group. His firm is focused entirely on the client, and in keeping with that purpose, Sterling Financial has chosen to affiliate with one of the best independent broker/dealers in the country, Commonwealth Financial Network®. Over the years, Justin has received numerous awards and recognitions from Commonwealth, honoring his work with clients and his approach to financial planning. Because of his prominence in the financial services community, Justin has access to some of the top minds in the country, and regularly talks with economists, investment experts, behavioral finance gurus, and many other industry leaders. A sought-after speaker, Justin has helped educate thousands of individuals on topics such as portfolio diversification for volatile markets, economic implications, retirement success strategies, succession planning for business owners, risk management, and behavioral finance. A graduate of Utah State University with a BS in finance, Justin holds his FINRA Series 7, 63, and 65 securities registrations. Justin has always loved to learn, and he has studied and worked hard to advance his professional expertise over ...Read More