Justin Stanfill

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About Justin Stanfill

Justin Stanfill is a founding partner of Cerrito & Stanfill Wealth Management. With a decade of financial planning experience, Justin has personally conducted over 1,000 individual client consultations throughout his career and has garnered extensive proficiency in the areas of: portfolio construction, retirement income planning, long-term care planning, tax minimization, risk management, asset maximization, and legacy planning. After starting his career at a big box firm (where he met his now business partner Rob Cerrito), he quickly saw that the cookie cutter approach and limited access to solutions often employed by those firms was commonly inadequate for the needs of today's retirees. Through their decades of collective experience, Justin and Rob have seen first-hand the glaring lack of true financial planning taking place in the industry and founded Cerrito & Stanfill Wealth Management to address it.

Justin attended Mississippi State University on a full academic scholarship, graduating with a Bachelor of Business Administration. Originally from north Georgia, Justin has a passion for boating, watersports and the outdoors. He loves to travel and has visited countries all over the world. He also is an avid SEC football fan and spends fall weekends traveling to his favorite college football games. Outside of work (and football season), you will almost certainly find Justin on the water either fishing or boating, or hiking and exploring with his dog, Midnight.

See Disclosures

General Information

No. of Employees

CRD#

6781303

Firm CRD#

152665

Insurance License#

3147700

Name of Custodial Firm

Charles Schwab, Fidelity Investments

States Licensed in

GA, FL

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Pre-Retirees, Retirees

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Founding Partner

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

Bachelor of Business Administration -

Mississippi State University
08/01/2013 -05/01/2017

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893695/paladinregistry-Cerrito-&-Stanfill-Wealth-Management-detailed-disclosure.html

Disclaimer

Justin Stanfill offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Cerrito & Stanfill Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Justin Stanfill, independent agent. Insurance products are not offered through Gradient Advisors, LLC and are not subject to investment advisory supervision. Cerrito & Stanfill Wealth Management, Justin Stanfill, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration, Medicare, Medicaid, or any other government agency or program. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Justin Stanfill and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) where Justin Stanfill is registered or where otherwise legally permitted. Testimonials and endorsements are subject to SEC Marketing Rule 206(4)-1. Client testimonials are prohibited.

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Paladin Research Report For:

Cerrito & Stanfill Wealth Management