Partner, Financial Advisor

Justin Gross, CFP®

About Justin

Justin has been a Wealth Advisor at Financial Plan since 2016, becoming a Partner in 2023. He excels at helping successful families and individuals navigate critical life transitions and optimize their wealth. He is a detail-oriented and thorough planner who maintains expertise in tax law and liability and always works with the goal of helping clients maintain and grow their wealth over the long term.

 

Prior to joining Financial Plan, Justin earned a Business Administration degree with a concentration in Finance from WWU and spent six years on the business management team at Enfield Farms. Justin is an active member of the Northwest Washington Estate Planning Council where he has served as Vice President, President, and Immediate Past President. He maintains a special focus on generational wealth transfers, tax planning for trusts and estates, and charitable giving.

 

When not at work or serving the community, Justin is usually seeking out local adventures with his wife Corinna, their three young children, and friendly labradoodle, Hank. Whether it is on the lake, in the mountains, or on the golf course, you will find him taking advantage of the many amazing outdoor adventures offered by the Pacific Northwest.

Contact Justin