Justin joined Capital Wealth Planning in 2021 and began making an immediate impact.
In his role as product specialist, he provides advisor education on CWP proprietary investment products and services for institutional investment platforms, while proactively creating a valued advisor experience that further develops existing relationships and builds new ones.
“Because of his background, Justin brings a unique skill set, and we’re so happy he’s on our team,” said Kevin Simpson, CWP’s founder. “He’s a humble person, and an exceptional product specialist.”
A graduate of the University of California, Irvine (UCI), Justin began his financial services career in 2007. He started as an analyst with BNY Mellon Asset Servicing, and eventually earned the role of Vice President at BNY Mellon Corporate Trust, where he managed fixed income portfolios for municipal clients in California, Colorado, and Arizona.
Justin received the Leadership Award from Dean of Students and Leadership at UCI and received the Award of Appreciation from the Business Management School, UCI Extension. Originally from California, he now calls Naples home but still has the same love for surfing, and backpacking and hiking. He also enjoys spending time with his daughter, friends and family, and cooking.