Justin Ancona is responsible for providing comprehensive financial planning and investment management. He creates, implements, and monitors your financial plan that is designed to help you achieve your financial goals. He meets with you periodically to review the plan and discuss any changes to ensure your plan stays on course.
Justin is a Wheaton College Graduate and a former All-American tennis player. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses.
Justin is recently married and lives in Aurora, IL. He is a member at Highpoint Church in Naperville and active in Young Professionals Fellowship non-profit. Justin enjoys competing with his Dad and brother in golf, coaching and playing tennis, reading, and being with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.