Justin Hess is a Newport Beach native specializing in wealth accumulation planning for business owners, families, and individuals. Justin utilizes his knowledge and experience in combination with the expertise of the financial planning team at Tax & Financial Group (TFG). Justin believes that it is important to lay the foundation of any financial strategy by educating his clients so that they may make their personal and financial goals a reality.
He received two Bachelor of Arts Degrees in International Political Economy and History from Pitzer College. Justin holds the Series 7 and Series 66 securities registrations, the Life and Health Insurance License, as well as variable life and annuity licenses. Justin is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.
Justin played Football at Pitzer College and enjoys playing pickleball and baseball, chess, public speaking and traveling to Spain.