Justin Gardiner
Sr. Wealth Advisor, 15 Wealth Partners
- Role
- Sr Wealth Advisor at 15 Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Justin Gardiner
Relationship-first advisor. I act as your Family CFO—coordinating taxes, legal…
Experience
Sr Wealth Advisor
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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