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Justin Moilanen, CFP®, RICP®, MBA

Planning Team

Justin Moilanen is a CERTIFIED FINANCIAL PLANNER™ professional. He helps individuals and couples of all ages manage their financial life. Some of the topics Justin and his clients discuss include investment management, retirement planning, and taxes. As a fee-only fiduciary, Justin does not accept commissions from clients.

Justin serves as the firm’s Director of Investments and is an Investment Adviser Representative. Justin specializes in retirement planning and is a Retirement Income Certified Professional®. He is also a National Social Security Advisor Certificate holder. 

He serves as president-elect and officer of the Board of Directors for the Financial Planning Association (FPA) of Wisconsin and vice president of the Board of Directors for the Racine Kenosha Estate Planning Council. He is a member of The National Association of Personal Financial Advisors (NAPFA) and the Racine Founder’s chapter of Rotary International.

After earning his bachelor’s degree in Finance, Investment, and Banking from the Wisconsin School of Business at the University of Wisconsin-Madison (On Wisconsin!), Justin earned his graduate degree (MBA) from the University of Wisconsin-Milwaukee. Justin completed his CERTIFIED FINANCIAL PLANNER™ professional coursework through Northwestern University.

Justin is a native Wisconsinite and lives in Caledonia with his dog, George Costanza. An avid sports fan, Justin supports the Green Bay Packers and the UW Badgers. He enjoys travel, concerts, and outdoor activities.