Justin Spitler, CFP®, AIF®, has been in the investment management and financial planning profession since 2006. He is a Certified Financial Planner™ (CFP ® ) professional and an Accredited Investment Fiduciary ® (AIF ® ). As a graduate of the AIF® program, Justin is specially trained in investment fiduciary responsibility and portfolio management. Working on Gary Abely’s team, Justin Spitler assists Gary with financial planning, portfolio management and monitoring of mutual fund fiduciary scores.
Justin graduated with a Bachelor of Science degree in Economics from the Colorado School of Mines in 2006. He began his career on the 401(k) side with Fidelity Investments in Westlake, Texas and later also worked for TD Ameritrade as an Investment Consultant. He lives locally with his wife and 3 children where he volunteers often at their schools as well as in the local community. Justin enjoys playing golf, fishing, listening to music, playing with his dog, and coaching his children’s sports teams.
Justin’s professional licenses and registrations also include Life and Health Insurance and Variable Annuities license with the State of Florida. Justin is also a Registered Representative of TransAm Securities and holds the Series 7, 63, and 66 licenses with FINRA.