Hey, I'm Justin, the owner and financial advisor at Ambition Financial, a fee-only fiduciary firm registered in California. By day, I'm a Finance Director at Cisco. In more than 10 years there, I've helped Cisco evaluate acquisitions and investments, and I built a team that leads financial reporting for its software business. What I enjoy most is untangling complex problems and giving people clear frameworks for big financial decisions. In addition to my day job, I work with a select group of financial advising clients through my firm Ambition Financial. The goal is to give each client a financial plan that a Fortune 500 CFO would sign off on. I work with busy, ambitious professionals who want to offload the task of optimizing their financial life to a professional. My job is to take you from confusion to clarity. We find your highest-impact goals, build a plan to reach them, and work on the top two or three priorities first. Your plan gets updated as your life changes. I serve clients virtually across the U.S. My wife and I live in San Luis Obispo, CA. When I'm not in a spreadsheet, I'm probably at an early-morning yoga class, playing pickleball, hiking or building Legos with my nephew.
Asset management
Discretionary
How Justin charges
Starting at 1% annually
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Verified fiduciary status
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