Dir., Advanced Planning - Advanced Planning
Justin joined Commonwealth in June 2007. As director of advanced planning, Justin is responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning. Justin has a JD from New England Law Boston, with a focus on estate, trust, and tax law; an MS in financial services from the American College of Financial Services; and a BS in business administration from Northeastern University. He holds Massachusetts life, accident, and health insurance licenses; CFP®, CLU®, ChFC®, and CLTC certifications; and FINRA Series 6, 7, 24, and 63 securities registrations. Prior to Commonwealth, Justin worked for Renaissance Insurance Group running its financial services department, and he has held positions with John Hancock and Ernst & Young.