Justin Stanfill
Justin attended Mississippi State University on a full academic scholarship, graduating with a Bachelor of Business Administration. Originally from north Georgia, Justin has a passion for boating, watersports and the outdoors. He loves to travel and has visited countries all over the world. He also is an avid SEC football fan and spends fall weekends traveling to his favorite college football games. Outside of work (and football season), you will almost certainly find Justin on the water either fishing or boating, or hiking and exploring with his dog, Midnight.
I can humbly say that I am confident you will find our firm to be refreshingly different. The majority of our clients come from other firms for this very reason! Our BOTIQUE size means we can be selective with the clients we choose to work with - allowing us to take the time your portfolio deserves and do things the right way. Our CORPORATE INDEPENDENCE means we are not limited only to proprietary, in-house offerings. This allows us to align with multiple of the largest financial partners in the industry - bringing them together to benefit our clients in ways big-box firms simply can't. Our FIDUCIARY position keeps our clients' needs at the core of what we do - achieved by proper financial planning to guide Purpose-Built investment recommendations.
Our Team
Rob entered the financial service industry in 1990 immediately upon graduation with a Degree in Finance. In addition to his many years of industry experience he has completed numerous programs of advanced study to better serve the needs of his diverse affluent clientele. He has extensive knowledge and training in the areas of Wealth Transfer and Advanced IRA Planning. Rob is very familiar with securities, insurance, and financial planning world. He is a firm believer that too many people have been conditioned to carry far too much risk in their financial lives. He is a recovering analytic and today prefers to keep things as simple as possible and not try to overwhelm his clients. He loves boating, fishing, island hopping and really anything that involves the ocean and warm water. He's been blessed with three children who also share his passion for the outdoors.
Leslie Husarenko has extensive experience in the financial industry for the past 25 years. She has a broad range of expertise dealing with the intricate details of client services for a full service advisory firm.. She makes it her mission to address and solve customerâs questions efficiently. Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island lifestyle.
Robbie is a 3rd generation financial professional. He has been in and around this business his entire life. He has been actively involved operations of the financial service industry including insurance, marketing and customer service. His strong character, work ethic and commitment to truly serve is evident in everything he does. He is charitably motivated and is actively involved in serving his community. Like his Dad he shares a passion for the water. When not at work he enjoys travel, fishing, boating and the outdoors.
2022
5-9 Employees
3147700
Charles Schwab, Fidelity Investments
GA, FL, AL, MS, SC, NC, TX, TN, OH, AZ, OH, MI, MO, SD
5
Individual Investors, Pre-Retirees, Retirees
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting
Annuity, Long Term Care, Life
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Options & Futures, Bonds, Stocks
Yes
Our Office, Video Conference
Fee-Based
$500,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Justin Stanfill offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Cerrito & Stanfill Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Justin Stanfill, independent agent.
When: 06/10/2024 | By:
Location:
Details: A short read that highlights what makes our approach to portfolio construction refreshingly different from the run-of-the-mill "big box" firms....
When: 01/01/2022 | By:
Location:
Details: We have an A+ rating and are accredited with the BBB...
