Justin Spitler, CFP^®, AIF^®, RSSA^®

I’ve worked in investment management and financial planning since 2006. I’m a CFP® professional, an Accredited Investment Fiduciary®, and a Registered Social Security Analyst®.

As part of Gary Abely’s team, I partner with families and business owners on planning and portfolio strategy. I help handle day-to-day portfolio management and ongoing due diligence, including monitoring mutual fund fiduciary scores, coordinating rebalancing, and aligning risk with real-world goals. Education is a big part of my approach, so clients understand the why behind each move.

I earned a B.S. in Economics from the Colorado School of Mines in 2006. I began my career on the 401(k) side with Fidelity Investments in Westlake, Texas, and later served as an Investment Consultant at TD Ameritrade. My professional licenses and registrations include Series 7, 63, and 66 with FINRA, along with Life and Health Insurance and Variable Annuities licenses with the State of Florida.

I am a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.

I live locally with my wife and our three kids, volunteer at their schools and in the community, and make time for golf, fishing, music, cooking and grilling out, and playing with our 3 dogs.