Unclaimed
Justin Philip Mazzon is an Investment Advisor Representative associated with Wealth Architects, LLC. Justin has been in the industry since 2018, working at multiple companies before joining Wealth Architects, LLC in 2020. Justin holds the Chartered Financial Analyst designation and is licensed in California. Justin is committed to helping clients achieve their financial goals by providing a personalized investment plan. The firm specializes in providing financial planning and investment management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/27/2023 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
Active
Inactive
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