Justin Ross, MBA

It's my honor and privilege to serve a select group of individuals, families and business owners developing and implementing holistic wealth management strategies. My process centers on listening to my clients and understanding their current situation, past experiences and goals and objectives for the future. Financial decision-making is a product of reason and emotion. Exercising patience, compassion and skill enables me to help my clients balance both. My advice is objective, unbiased and tempered with a conservative and cost-conscious approach. Clients look to the Liber-Lincoln Wealth Management Group of Wells Fargo Advisors for guidance on investment management and goals-based planning. Prior to joining the Liber-Lincoln Wealth Management Group of Wells Fargo Advisors, I was a Private Client Banker at JPMorgan Chase Bank, N.A. as well as a founding partner of Jewish Values Investment Funds, a Registered Investment Advisor where we offered an opportunity to invest with a lens tilted towards Jewish values, the ability to support the development and growth of the Israeli economy, and give back to the community in one investment vehicle. I received my MBA and hold a Certificate in Financial Planning from Pepperdine's Graziadio School of Business and Management. Family, being the most important aspect of my life, serves as a constant reminder of the impact my work has on my clients and especially their families. Outside of the office I enjoy golfing and going to the beach with my son Jonah, daughter Maya and wife Jenna. CA Insurance License Number: 0M72410. Resident State: CA PM-01062027-8151968.1.1