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. Justin also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Away from Buckingham, Justin is actively involved in his family’s winery, Due Ruscelli. Justin serves as the treasurer of the Active 20-30 Club of Healdsburg and resides in Windsor, California.

Contact Justin

Let's look at the big picture, together.