Santa Rosa

Justin Sloan

CFA, CFP

Wealth Advisor

3550 Round Barn Blvd., #212
Santa Rosa, CA 95403

Justin Sloan

Professional Certifications

  • CFA – Chartered Financial Analyst®
  • CFP – CERTIFIED FINANCIAL PLANNER professional

About Justin

Justin Sloan joined Buckingham Strategic Wealth in early 2013. As a wealth advisor in the Santa Rosa office, he assists advisors and clients with establishing and obtaining financial goals.

Prior to Buckingham, he was an account executive at Crofton Capital Management in Walnut Creek, Calif. There he supported wealth advisors in all facets of wealth management, from client service to investment advice.

He holds a bachelor’s degree, a master’s degree in finance and an MBA from Saint Mary’s College. Justin also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Away from Buckingham, Justin is actively involved in his family’s winery, Due Ruscelli. Justin serves as the treasurer of the Active 20-30 Club of Healdsburg and resides in Windsor, California.