Justin J Griffin

About Justin J Griffin

I help successful professionals at public companies, business owners, and retirees turn complexity into clarity so they can confidently grow and protect their wealth.I provide customized investment strategies and comprehensive advice tailored to each client\'s unique goals, risk tolerance and stage of life.My process is built on three pillars:1. Clear communication and proactive collaboration2. Disciplined risk management3. A documented investment plan that evolves as your life doesMy clients rely on me to simplify complex financial situations - whether it\'s preparing for retirement, managing concentrated stock positions, building a retirement income stream that lasts or planning around a future liquidity event. I bring clarity and confidence to high-stakes financial decisions.I\'m especially passionate about helping entrepreneurs prepare for life before and after the sale of a business. Navigating that transition is one of the most financially and emotionally complex decisions a founder will face and having the right advisor at your side is critical.Areas of focus- Investment Portfolio Strategies- Individual Stock Selection- Tax-aware Retirement Income Planning- 401(k) Rollovers- Concentrated Stock Management- Alternative Investments- Fixed Income StrategiesLet\'s talk if you\'re looking for a financial partner who puts your goals at the center of everything.Note: I am not allowed to give or display recommendations and endorsements on my LinkedIn profile.NMLS#: 14•••51CA Insurance License #: 0K10897

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Nov 2017 — Present · San Diego, CA, US

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Education

• University of Kentucky

  Bachelor's Degree

  2009 — 2013

Skills

• Investment Advice
• Socially Responsible Portfolio Construction
• Financial Markets
• Investment Income Strategies
• Investment Personality Assessment
• Investment Analysis - Portfolio Construction
• Risk Management Strategies
• Business Financial Strategies
• Managing New Wealth
• Total Wealth Management
• Executive Compensation Management