Justin Waller
CFP®
Waller Financial Coaching
Financial Planner
Justin Waller
CFP®
Waller Financial Coaching
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Justin Waller, CFP®
Fee-Only financial planner located in Chico, CA, serving clients locally and across the country
Justin Waller is a fee-only financial planner located in Chico, CA serving clients locally and across the state. Waller Financial Coaching provides comprehensive financial planning and investment management to help endurance athletes, active families, and pre-retiress organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin Waller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 to serve my clients better.
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, 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 taking a healthy approach to work and life.
I currently live in Northern California with my wife and two wonderful children.
Justin Waller is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our Services
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Triathletes
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Justin Waller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Justin Waller is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Justin Waller is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Justin Waller
Office Locations:
-
10 Declaration Dr
Suite D
Chico, CA 95973
