Justin is a paraplanner under Chris Rondinelli at Seven Fields Wealth Management. As such, he acts as a financial planning assistant, gathering and updating financial data, assisting with preparing financial plans, and following up on administrative tasks. He also serves as a point of contact for both clients and prospective clients.
Justin graduated with a Bachelor’s degree in Mathematics from Clarion University of Pennsylvania and a Master’s degree in Mathematics Instruction and Curriculum Design from The University of Texas at Arlington. While Justin is new to the financial planning industry, he has spent 10 years in the education field which allows him to understand client concerns and relay information in an easy to digest way. He is a CFP candidate and working towards completing his Series 7 and Series 66 licenses.
When not at work, Justin spends time with his wife, son, and corgi. He likes to cook, read, and play board games. And of course, as a yinzer, he enjoys all things Pittsburgh.