Justin Waller

CFP®

Waller Financial Coaching

Waller Financial Coaching

Justin Waller

CFP®

Waller Financial Coaching

Waller Financial Coaching

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Justin Waller, CFP®

Justin Waller is a Chico, CA financial advisor and investment manager. Waller Financial Coaching specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Justin Waller is a fiduciary financial planner.

I ran my first financial projection at the ripe age of 11. I was trying to show my father the financial benefits of quitting smoking. While I was unsuccessful in my attempt, I look back on that as the first step on a long journey.

I started working in the mutual fund management industry in 1998. I enjoyed helping people improve their lives through their finances, but I wanted to have a more direct and personal impact. In 1999, I started training at the University of California, Davis in their CERTIFIED FINANCIAL PLANNER™ professional training program. This career path allowed me to directly help people achieve their personal goals.

After being recruited by a nationally known financial planning firm in early 2000, I was promoted to training manager before the end of the year. I obtained my Certified Financial Planner designation in the spring of 2003. After spending several years in a fee-based structure, I became a fee-only planner in 2009. I started my own firm in late 2014 to provide more independence and flexibility so that I could better serve my clients.

I enjoy working with active people who see their money as a means to do more with their lives. Whether you are involved in sports, like to travel, want to contribute your time to charitable organizations or are an involved grandparent, I want to help make those things financially possible. I like to work with people who value a trusting relationship with a knowledgeable advisor.

As a six time Ironman triathlon finisher, I enjoy living a multi-sport lifestyle, encouraging others to be active and take a healthy approach to work and to life.

I currently live in Northern California with my wife, and two wonderful children.

Justin Waller's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

At Waller Financial Coaching, we help people identify and reach long-term financial goals (financial independence being one of the most common). We enjoy working with people who are actively working towards accomplishing goals in other areas of their lives, as well as their financial goals. Whether those goals include acquiring a new skill, improving athletic fitness or sharing something they are interested in with others, I believe there is more to life than money, and I enjoy working with people that share this philosophy.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Justin Waller is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Justin Waller is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Justin Waller is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Justin Waller

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Office Locations:

  • Suite D
    Suite D
    Chico, CA 95973

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