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Justin Waisner is an Investment Advisor Representative at Statheros Financial Solutions, Inc. Justin has been in the financial services industry for over 5 years. Justin earned a Series 65 license in April 2022, and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Justin holds a degree from Azusa Pacific University. Statheros Financial Solutions, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, pension consulting, and portfolio management. The firm manages over $705 million in assets for individual and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
04/23/2022 - Present
Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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