Wealth Advisor

Justin Sloan, CFA, CFP®

Justin Sloan joined Buckingham Strategic Wealth in early 2013. As a wealth advisor in the Santa Rosa office, he assists advisors and clients with establishing and obtaining financial goals.

Prior to Buckingham, he was an account executive at Crofton Capital Management in Walnut Creek, Calif. There he supported wealth advisors in all facets of wealth management, from client service to investment advice.

He holds a bachelor’s degree, a master’s degree in finance and an MBA from Saint Mary’s College. 

Away from Buckingham, Justin is actively involved in his family’s winery, Due Ruscelli. He’s an avid golfer and resides in Healdsburg, California.

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Let's look at the big picture, together.