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Justin W
CFP®, Series 66
Chico, CA
Waller Financial Coaching
Justin Waller is a CFP® and holds a Series 66 license, with 25 years of experience in the financial services industry. He is the sole advisor at Waller Financial Coaching, an independent firm he has led since 2014. Waller serves on the board of the Marshall Family Foundation as a volunteer. Waller Financial Coaching is a California-registered independent advisory firm providing discretionary investment management, comprehensive financial planning, and ancillary services including tax preparation. The firm serves individuals, corporate entities, and pension/profit-sharing plans, managing approximately $73 million in discretionary assets through a combination of passive and active investment strategies.
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