Justin Gardiner

Sr. Wealth Advisor, 15 Wealth Partners

Role
Sr Wealth Advisor at 15 Wealth
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Justin Gardiner

Relationship-first advisor. I act as your Family CFO—coordinating taxes, legal…

Experience

  1. Sr Wealth Advisor

    15 Wealth

    Aug 2025 — Present · Houston, TX, US

    Relationship-first advisor. I act as your Family CFO—coordinating taxes, legal, investments, and life timing into one clear plan. I’m known for calm problem-solving, clean visuals, and relentless follow-through with your CPA/attorney team. I love helping builders diversify wisely, guiding values-driven families through transitions, and simplifying/protecting estates while growing your bottom line. Plan first. Coordinate everything. Finish the job.

Education

  • St.Edward's University

    Bachelor of Business Administration (B.B.A.), Marketing

    2005 — 2009

Skills

  • Fixed Annuities
  • Securities
  • Estate Planning
  • Financial Planning
  • Series 63
  • Marketing
  • Financial Services
  • Disability Insurance
  • Insurance
  • Investments
  • Long Term Care Insurance
  • Sales
  • Financial Planners
  • 401k
  • Retirement
  • Strategic Financial Planning
  • Financial Advisory
  • Asset Allocation
  • Mutual Funds
  • Wealth Management
  • Retirement Planning
  • Long-Term Care
  • Life Insurance
  • 401(K) Retirement Savings Plans
  • Marketing Strategy

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Justin Gardiner — Sr Wealth Advisor at 15 Wealth in Houston, TX, US | Unifers