Justin Lizama MPAS® CRPC ® APMA®

Offers remote services

Discounts available

Offers remote services

Discounts available

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Introduction: I am currently offering a complementary review (valued at $750). Financial Services —> Here to help you Survive & Thrive! Can’t get your head around your financial future? Let’s plan. Are you spending too much? Let’s plan. Paying too much in taxes? Let’s plan. Overwhelmed by debt? Let’s plan. Want to pay off your student loans or mortgage quicker? Planning for your child’s education & future? Let’s chat today! To start, a financial plan only is $1500. We can go from there as I can implement the plan too, I am dedicated to helping you achieve your goals, protecting your assets & increasing your wealth. Business Consulting —> I am a one stop to get you up, running, and thriving. Includes support on formations, savings and retained income strategies, plans, guidance, grant applications, funding, research & development. $150 per hour, 10 hour deposit to start. I am here to grow with you for the long term and earn 5 ⭐️ reviews.

Overview

Current Top Pro

Hired 13 times

Background checked

License verified

90 employees

18 years in business

Payment methods

Pay on Thumbtack

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

Social media

Facebook, Instagram, Twitter

Featured Projects

10 photos

Reviews

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

Exceptional 5.0

10 reviews

5

100%

4

0%

3

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2

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Read reviews that mention:

Marie W.

Mar 28, 2023

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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

Josephine N.

Mar 23, 2023

Very excellent, effective and efficient in his work! He provides workable solutions for his clients and good at doing research.

Rebecca F.

Mar 10, 2023

Justin Work ethic was spot on. He 1st helped me with my 41K making sure my money was in a stable Place. And then we talked about my monthly overspending and had quite a few outstanding debt. So he was kind enough to go over and beyond to set up a plan for a budget than I would be able to pay off the debt and live on a monthly Budget. And still have a little extra if needed. He was very Dependable It's very easy to work with very patient and very knowledgeable. And very hard working.

Sydnee c.

Mar 6, 2023

Justin is very helpful and knowledgeable with what he does. He was very informative and guided me and my husband onto the right path. He answered any questions we had or have had any time and is very trustworthy. I highly recommend him.

Austin L.

Mar 6, 2023

Justin takes the time to properly understand both your financial and lifestyle goals. Justin does an excellent job breaking down financial wealth management strategies, making it easier to follow and understand what exactly is going on with your money. Not only is Justin professional, but he is also very personable. I never find myself hesitating to reach out. If you are looking for a financial advisor that is both professional and friendly, Justin is the guy for the job.

Credentials

License

License Type: Investment Adviser Representative (UT)

License verified on 3/29/2023

Background Check

Justin Lizama

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
FinanciaI Planning: get 1% a year on assets under advisory and a first year commission on any insurance product (the commission on the insurance products do not affect your principal deposit). I am $150 an hour with a $1500 deposit to start. right now I am offering complementary reviews (a $750 value). Business Consulting: $150 per hour, 10 hour deposit to start. Budget & Time approval by you. Business Plans, Business Docs, Financial Projections most common. Anything having to do with marketing implementation is separate.
What is your typical process for working with a new customer?
1st meeting is an intro, conversation, and discovery. We start the process with lifestyle and financial data. See my video on the financial planning process. For businesses, there is so much variability and depth to each project... it's important to meet face to face, in person or on zoom.
What education and/or training do you have that relates to your work?
Bachelor of Arts in Economics with a Minor in Business Master of Science in Personal Financial Planning Credentials: Master Planner Advanced Studies Chartered Retirement Planning Counselor Accredited Portfolio Manager Advisor

Justin Lizama MPAS® CRPC ® APMA®

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