Justin Giuliano, CFP®

Financial Planning Associate

justin photo_optimized

enjoys traveling

enjoys spending time with family

lives in Worcester

Direct Phone: 508-475-3806
Fax Line: 508-475-3883
jgiuliano@ccrwealth.com

 

Justin Giuliano is a Financial Planning Associate with CCR. Justin supports CCR Advisors in the design and implementation of financial plans to help individuals and families make smarter planning and investment choices that align with both their financial and personal values.

As a CERTIFIED FINANCIAL PLANNER™, Justin brings ten years of experience advising clients on every aspect of their financial lives. Previously, he worked for Voya Financial where he advised clients in their workplace retirement accounts.  Most recently, he worked for a Massachusetts based independent wealth management and financial planning firm where he helped guide clients through cash flow analysis, retirement planning, insurance planning, and estate planning.  Justin’s goal is to take complex financial topics and make them simple for clients to understand, which will help them feel empowered to implement actionable solutions to improve their lives.

Justin has a Bachelor of Arts from Assumption University and holds his Series 6, 63, 7, 66 Securities Registrations, as well as his Life and Health Insurance licenses.

He lives in Worcester, MA with his wife Lauren and their son Ray.  When he’s not creating financial plans, he enjoys traveling and spending time with family.