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Edward Jones – Financial Advisor: Justin Gomez

Address

575 Lincoln Ave
Suite 280
Napa, CA 94558
Last Updated: September 13, 2018

Hours

SundayBy Appt. Only
Monday
Tuesday
Wednesday
Thursday
Friday
SaturdayBy Appt. Only

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About Edward Jones – Financial Advisor: Justin Gomez

Experience and Background


Justin Gomez earned his bachelor's degree in business administration from California State University, Monterey Bay, graduating magna cum laude with distinction. He later went on to receive master's degree in taxation from California State University, East Bay. In addition, Justin received the CFP® professional designation in 2017.

Justin’s primary goal is to develop a strategy that focuses on enhancing a client's individual lifestyle while providing for his or her future financial security. “It's an amazing feeling getting to know my clients personally and feeling like I'm part of the family,” Justin says,”while working together through the milestones in their lives.”

Justin met his wife, Michaela, while attending California State University Monterey Bay. Michaela is currently a speech language pathologist at Queen of the Valley Hospital in Napa. Justin and Michaela reside in Napa with their daughter, Charlotte.

Justin’s team consistently strives to exceed clients expectations by providing excellent service and advice. They will continue to build trusting, long-lasting relationships with all of their clients and their families, while partnering with clients to establish financial goals within their comfort level and work with them to achieve those goals.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.



 

Education History

  • Cal State University, East Bay
  • Master of Science

View my LinkedIn Profile

 

Focus Areas:

    • Charitable Giving
    • Wealth Strategies
    • Business Retirement Plans
    • Retirement Income Strategies
    • Estate & Legacy Strategies

 

Personal Interests

  • Baseball
  • Camping
  • Cooking
  • Golfing
  • Hiking

 

Certifications

  • CFP®

 




Edward Jones – Financial Advisor: Justin Gomez

575 LINCOLN AVE
SUITE 280
NAPA, CA 94558

 


 



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