Meet Justin
Justin is a Sr. Wealth Advisor based in Santa Barbara, California. He began his wealth management career in 2013 when he joined Mercer Advisors. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom™. He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Association. Justin graduated with honors from the University of Nevada-Reno with a B.S. degree in finance.
Justin’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Justin has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His working style
Justin is known to be thoughtful, caring, and detail-oriented. He approaches each relationship with a calm, steady presence and a collaborative mindset, believing the best financial decisions are made together. He focuses on keeping finances clear and uncomplicated, so clients can feel confident and supported every step of the way.
Justin in real life
What keeps you busy outside of work?
My wife and daughter are the joys of my life. We love spending time at the beach and strolling around beautiful Santa Barbara.
How do you give back?
Community involvement has always been important to me. I’ve been fortunate to partner with wonderful nonprofits in Santa Barbara by volunteering with The Turner Foundation and currently sitting on the board of The Unity Shoppe.
What’s one thing you are surprisingly good at?
Playing the drums! I started when I was kid and love to play any chance I get now.
Meet Justin’s Teammates
Jade Lamas
Client Service Specialist
What Justin Says
Jade is an integral member of the team and helps make sure client needs get handled with care and efficiency. She brings a positive and upbeat attitude in all client interactions.
Jonathan Mitchell
Partner
What Justin Says
Jonathan brings tremendous leadership and guidance that is key to the success of our firm.
Kelly Palmer
Sr. Wealth Advisor
What Justin Says
Kelly is a mentor and true friend who has taught me so much about the importance of client relationships. Having been with Mercer Advisors for almost 40 years, he brings a tremendous depth of experience that is invaluable.
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