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Justin G
CFP®, Series 65
Marlborough, MA
Assist FP
Justin Green is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Assist FP in Berlin, MA. He has worked at Four Ponds Financial Planning LLC and GTM Sportswear, and he also owns Be a Wealthy Coach LLC, a separate business offering CFO, business advisory, tax preparation, and tax planning services to solopreneurs and small businesses. He dedicates approximately 20% of his time to this outside activity. Assist FP provides investment management and comprehensive financial planning services to individuals, the self-employed, and small business owners. The firm combines passive portfolio construction and Modern Portfolio Theory with fundamental analysis, managing accounts through a single-advisor relationship and conducting regular reviews.
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