Justin Skelton
Wealth Advisor at SageCrest Wealth Management
- Role
- Wealth Advisor at Sagecrest Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Justin Skelton
I help people make good financial decisions. My team connects financial goals and…
Experience
Wealth Advisor
Aug 2010 — Present · Foster City, CA, US
As an independent Financial Advisor through SageCrest Wealth Management, Justin uses a client-centered prospective to guide his clients through a goal oriented comprehensive financial strategies process. Justin Skelton is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Ca Ins Lic #0H30497
Education
University of California, Santa Cruz
Bachelor of Science, Biochemistry and Molecular Biology
2004 — 2008
Santa Clara University Leavey School of Business
Master of Business Administration - MBA, Finance
2009 — 2012
Boston University
CFP, Certified Financial Planner
2018 — 2020
Skills
- Risk Management
- Wealth Accumulation
- Disability Insurance
- 401k Rollovers
- Biotechnology
- Special Needs Trusts
- Strategic Financial Planning
- Wealth Management
- Data Analysis
- Personal Financial Planning
- Estate Planning
- Investment Advisory
- Finance
- Qualified Retirement Plans
- Investments
- 401k
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