Justin Gosnell
Director of Client Relations, Financial Advisor
- Role
- Financial Advisor, Dir of Client Relations at Northwestern Mutual
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Justin Gosnell
Drawing on nearly two decades of business and financial industry experience, I provide…
Experience
Financial Advisor, Dir of Client Relations
Jan 2011 — Present · San Francisco, CA, US
Managed financial planning for over 150 individual portfolios. Educated and assisted clients with products such as Life Insurance, Disability Income, Mutual Funds, ETFs, Stocks, and Bonds.Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement.Provided strategic models to high-net worth clients to reduce fees, mitigate financial risk while adding alpha. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.Provide robust modeling and reporting to facilitate executive-level decision making.Reviewed portfolios, conduct analysis and present wealth plans of actionExplained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal wealth management advisor.Highly skilled in creating sound investment solutions, developing high-levels of long-term market growth, and facilitating effective financial management strategies to increase portfolio value.
Education
Saint Mary's College of California
BA, Management
2001 — 2002
Skills
- Investments
- Finance
- Financial Planning
- Management
- Leadership
- Financial Advisory
- Strategic Planning
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