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Justin C. Waller, CFP

Justin C. Waller, CFP

  • Financial Coach

A Personal Note from Justin

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.

My Areas of Expertise:

  • Comprehensive Financial Planning
  • Corporate Executive Planning
  • Debt Restructuring
  • Estate Planning Decisions
  • Funding a Child's Future
  • Independent Investment Analysis
  • Inheritance/Windfall
  • Personal Insurance & Risk Management
  • Retirement Planning
  • Transitioning into Retirement Finances

My Credentials:

  • CERTIFIED FINANCIAL PLANNER™CFP®
  • University of California, Davis – Certificate in Personal Financial Planning
  • California State University, Chico – BS, Business Administration/Strategic Management
  • 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
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, XYPN Network

During your FREE Get to Know You Call, you'll have an opportunity to learn more about your coach, share your story, and discuss the areas in your life where you feel stuck or unfulfilled which may benefit from professional coaching. Your coach will ask you three questions to better understand your wants and needs in order to suggest the most effective path forward:

  1. What made you decide to talk to a coach?
  2. What would you like to work on?
  3. Why is it important for you to deal with this now?