Justin Porco, CFP®

Justin is a CERTIFIED FINANCIAL PLANNER® with a commitment to helping individuals and families pursue financial confidence and security. With over 7 years of experience in the industry, Justin leverages his expertise to design tailored strategies that align with each client’s unique aspirations and circumstances.

 

Beyond the Numbers

Justin’s approach goes beyond spreadsheets and calculations. He believes true financial success stems from understanding his clients’ core values and long-term objectives. By fostering trust and open communication, Justin provides consultative, fiduciary-based advice with a focus on education. He empowers his clients to make well-informed decisions, simplifying complex financial concepts and ensuring they feel confident in their financial journey.​

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Areas of Expertise

Retirement planning and wealth management: Justin crafts comprehensive plans to address retirement income, investment strategies, and legacy planning. His goal is to ensure clients feel prepared and confident for every phase of their lives.

 

Risk management and life insurance: Understanding the importance of safeguarding loved ones, Justin specializes in developing personalized insurance solutions that mitigate financial risk and protect families from unforeseen events.
 

Behavioral financial strategies: Recognizing the psychological and emotional aspects of financial decision-making, Justin helps clients overcome biases and stay focused on their long-term goals.
 

Driven by Passion, Rooted in Community

Justin is dedicated to making a positive impact both professionally and personally. As a proud member of multiple Young Professionals organizations, he actively engages in initiatives that strengthen his local community. Whether volunteering at local events or mentoring young professionals, Justin finds fulfillment in giving back and fostering connections.

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Qualifications and Education

• CERTIFIED FINANCIAL PLANNER® (CFP®)

• Series 7 and 66 

• Life, Accident, & Health Insurance Licenses

• West Virginia University: Bachelor of Science in Strategic Communications
   

Life Outside of Work

When he’s not helping clients plan their financial future, Justin enjoys spending time with his fiancée, Katie, and their three dogs, Finn, Louie and Riley. An outdoor enthusiast, Justin can often be found trail riding on his side by side or exploring the beautiful landscapes of the Appalachians. He also values health and fitness, incorporating regular exercise into his routine.

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Justin is passionate about guiding his clients toward financial independence and believes that with the right planning, any goal is within reach.