Justin Waller| CFP®
Waller Financial Coaching
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Justin Waller is a Fee Only Financial planner in Chico, CA. Justin Waller is a NAPFA-Registered Financial Advisor.
I ran my first financial projection at the ripe age of 11. I was trying to show my father the financial benefits of quitting smoking. While I was unsuccessful in my attempt, I look back on that as the first step on a long journey.
I started working in the mutual fund management industry in 1998. I enjoyed helping people improve their lives through their finances, but I wanted to have a more direct and personal impact. In 1999, I started training at the University of California, Davis in their CERTIFIED FINANCIAL PLANNER™ professional training program. This career path allowed me to directly help people achieve their personal goals.
After being recruited by a nationally known financial planning firm in early 2000, I was promoted to training manager before the end of the year. I obtained my Certified Financial Planner designation in the spring of 2003. After spending several years in a fee-based structure, I became a fee-only planner in 2009. I started my own firm in late 2014 to provide more independence and flexibility so that I could better serve my clients.
I enjoy working with active people who see their money as a means to do more with their lives. Whether you are involved in sports, like to travel, want to contribute your time to charitable organizations or are an involved grandparent, I want to help make those things financially possible. I like to work with people who value a trusting relationship with a knowledgeable advisor.
As a six time Ironman triathlon finisher, I enjoy living a multi-sport lifestyle, encouraging others to be active and take a healthy approach to work and to life.
I currently live in Northern California with my wife, and two wonderful children.
We help our clients identify and reach long-term financial goals through fee-only financial planning and investment management.
Who We Serve
We typically work with active professionals, executives and educators. We have worked with many small business owners as well.
Who we most like to work with
We enjoy working with people who are actively working towards accomplishing goals in other areas of their lives, as well as their financial goals. Whether those goals include acquiring a new skill, improving athletic fitness or sharing something they are interested in with others, I believe there is more to life than money, and I enjoy working with people that share this philosophy.