Justin Buddy Arce, CFP, has been working with clients since 2010. As a Certified Financial Planner, he brings his expertise to NWF Advisory, where he joined after many years as an Assistant Branch Manager at Foresters Financial. Justin enjoys being part of an Independent Broker Dealer and is passionate about helping his clients meet their financial goals through comprehensive and holistic advice. He individually tailors financial strategies for his clients, covering a range of areas from wealth management to wealth transfer. However, his specialization and true passion lie in Retirement Planning. Justin prides himself on staying current with Social Security, CalSTRS, and CalPERS benefits, as well as understanding their complexities and how to maximize and coordinate these benefits. His mission is to ensure that when his clients decide to retire, they can do so confidently and comfortably.
Justin's credentials include:
- CFP®, Certified Financial Planner
- RICP®, Retirement Income Certified Professional
- Bachelor of Arts in Economics, University of California Irvine
- Series 6, 63, 26, 51, 65, 7, and 24 Licenses - Licensed in CA, NV, AZ, and TX
- California Life and Health Insurance licensed - CA Insurance License #0H11372
Born and raised in San Dimas, Justin currently resides in Azusa. Outside of work, he enjoys spending time with his better half, Elizabeth, as well as friends and family. He loves staying active through hiking, weightlifting, cooking, and, most importantly, traveling. Justin is also the Manager and Small Forward for "Net Profit," a team in a men's Sunday Basketball League.