Justin Lizama MPAS® CRPC ® APMA®
Justin Lizama MPAS® CRPC ® APMA®

Justin Lizama MPAS® CRPC ® APMA®

Top Pro

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Service type

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Introduction: As a licensed financial advisor, I focus on financial planning, business consulting, debt elimination, and life insurance, offering tailored solutions starting at $150 per hour. My services are designed to help manage finances, reduce debt, and ensure family and business guidance & protection, with a straightforward cost structure based on net wealth. My objective is to assist in securing financial stability and long-term prosperity.
Overview

Current Top Pro

Hired 60 times

Serves West Jordan, UT

Background checked

License verified

90 employees

19 years in business

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Stripe, Venmo, and Zelle.

Social media

Facebook, Instagram, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

Featured Projects

12 photos

  • Business Consulting - Henderson 2023

    Business Consulting

  • Justin has been absolutely amazing! He has been so

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

35 reviews

5
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Read reviews that mention:


pro avatar
Tarel C.
Feb 9, 2024
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Hired on Thumbtack

Hired on Thumbtack

Mr. Lizama is a very patient, passionate, and extremely helpful Advisor. He’s also exceptionally good at explaining things with enough detail/clarity. Draws up the best possible plans that are beneficial for you and your family!
Personal Financial Planning
pro avatar
Joel K.
Nov 20, 2023
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Hired on Thumbtack

Hired on Thumbtack

I had an excellent experience working with Justin as my financial planner. His expertise and personalized approach were instrumental in helping me develop a concise strategy to pay off my debts quickly. Justin's clear communication, transparency, and track record of success instilled confidence in his abilities. I highly recommend Justin to anyone seeking a knowledgeable and trustworthy financial planner.
Personal Financial Planning
pro avatar
Bruklin H.
Nov 7, 2023
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Hired on Thumbtack

Hired on Thumbtack

10/10 he came last minute and was willing to work with me. He continued asking about my business and gave a couple tips and offered to help get my business going with taxes, financial advisement, and marketing, etc. He was very professional.

Details: 1 signature • My home, venue, etc.

Notarization
pro avatar
Marie W.
Mar 28, 2023
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Hired on Thumbtack

Hired on Thumbtack

Justin is very professional and did an excellent job with revising our business plan, analyzing data, doing research, projections, and financial planning. He used intricate details and researched what we needed to help us establish a forecast for the business and assisted with our numbers. I would 100% recommend him to colleagues and anyone else reading this review. He’s very responsive and kept us updated throughout the entire process. He always answered questions, gave us ideas and useful information, very matter- of-fact, and gave us quality work. 10/10!

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • Business plan in place • Retail / consumer goods • At the pro’s location • My home, venue, etc. • Remotely (phone or internet)

Business Consulting
pro avatar
Laurie M.
Mar 16, 2024
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Hired on Thumbtack

Hired on Thumbtack

Justin replied right away and did a great job. Attention to detail, right on time and the elk priced! Would definitely use again.

Details: 2 signatures • My home, venue, etc.

Notarization
Credentials
License

License Type: Investment Adviser Representative (UT)

License verified on 3/29/2023

Background Check

Justin Lizama

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