Justin C. Waller, CFP®

Justin C. Waller, CFP®

Financial Coach

I am a Fee-Only Financial Planner who loves to help active people in their 20’s to 40’s get a higher return on life.

You don’t have to be a professional level athlete to get professional level financial advice.

I have been frustrated by an industry that shuns my peers.  If you don’t have $1m in the bank or can’t pay $5k upfront, you haven’t been able to talk with a fiduciary fee-only planner.

My clients are diligent and patient.  They know that you can’t go from couch to Ironman overnight and you can’t go from broke to financially independent overnight either.  Both goals take persistence and patience.  And, you need to know you are on the right path.

My clients are interested in doing their best and don’t want to be sold financial products.  They want to work with someone they trust so they can live their life and not worry about their money.  They want to live their lives in alignment with their goals and plan to be around for a long time.

Does your financial life feel out of control sometimes?  Do you want to live in better alignment with your goals?  Are you frustrated with the lack of progress elsewhere?

I started in endurance athletics in 2004.  I started with a sprint triathlon, and I was hooked.  I have completed for 6 Ironmans and one 50 mile “ultra” run, so far.  If there is one thing I have found through endurance athletics, you get what you focus on.

The same is true for your finances.  If you would like to see your finances improve like your athletic performances (or maybe even more) we should talk.

"You get what you focus on!"


Credentials

Areas of Expertise:

  • Financial Education
  • Cash Flow Automation
  • Pension Planning
  • Retirement Income Design

Education & Certifications:

  • CERTIFIED FINANCIAL PLANNER™CFP®
  • University of California, Davis – Certificate in Personal Financial Planning
  • California State University, Chico – BS, Business Administration/Strategic Management

Work Experience:

  • Founder, Waller Financial Coaching, Inc.
  • Investment Advisor Representative, The H Group, Inc.
  • Financial Planner, Ameriprise Financial
  • Training Manager, American Express Financial Advisors
  • Management Trainee, Franklin Templeton Investments

Leadership and Memberships:

  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, XYPN Network

A great planning tip:

Take time to think about the things that are most important to you.  Frequently ask yourself if you are acting in alignment with your goals.

Why I love what I do:

I love helping people develop and implement strategies so they can get more out of their life and their money.  Moving confidently in the world is easier when you know you have a solid financial foundation.

What brings me joy outside of work:

I enjoy endurance athletics and developing my skills.  I have recently started mountain biking and thoroughly enjoy spending time with my family.

Schedule a Call with Me