Justin Pietrasz a wealth advisor who works with clients to help them identify their financial goals while partnering with them to develop an understanding of how their decision making can affect their financial plan. In addition, Justin studies and analyzes various investment products, gathering data to help MGO determine optimal investment strategies and fund choices for 401(k)’s, IRAs, Roth IRAs, and taxable investment accounts. He has a strong background in the field of investments, attaining the Certified Financial Planner® and Chartered Financial Consultant® designations.
Justin has been with MGO since 2012 and is a graduate of John Carroll University. He resides in Brunswick Hills, Ohio.
BS, Finance, John Carroll University
Certified Financial Planner®
Chartered Financial Consultant®
Certified Plan Fiduciary Advisor (CPFA)
FINRA Series 6 – Investment Company and Variable Contracts Products Representative
FINRA Series 7 – General Securities Representative
FINRA Series 24 – General Securities Principal
FINRA Series 63 – Uniform Securities Agent State Law
FINRA Series 65 – Uniform Investment Adviser Law
National Association of Plan Advisors (NAPA)