As your 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 124 times
Background checked
6 employees
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
2023
Services offered
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
57 reviews
5
98%
4
0%
3
2%
2
0%
1
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Read reviews that mention:
Jeni C.
Aug 11, 2026
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Hired on Thumbtack
Justin was so patient and thoughtful to wait as long as he could with me at the hospital. Total professional, so appreciate his time!
Details: 2 signatures • My home, venue, etc.
Notarization
Carlos B.
Feb 17, 2026
•
Hired on Thumbtack
Great job on the business plan! Justin put together a detailed and concise plan. The communication and collaborative effort from him and his team was exactly what I needed.
Details: Small business (fewer than 10 employees) • Established (5 years and more) • No business plan in place • Healthcare • At the pro’s location • My home, venue, etc. • Remotely (phone or internet)
Business Consulting
Lynda L.
Jul 31, 2026
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Hired on Thumbtack
When there was a mistake, he responded quickly and returned to fix the problem.
Details: 2 signatures • My home, venue, etc.
Notarization
Hank H.
Oct 6, 2023
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Hired on Thumbtack
Justin responded almost immediately to my notary need and was able to accommodate my schedule. Was right on time to our appt and we were done within 5 minutes.
Details: 1 signature • At the pro’s location
Notarization
Don G.
Feb 27, 2024
•
Hired on Thumbtack
Justin was right on time, professional and friendly. He was flexible and willing to work around my schedule. I would absolutely recommend Justin for anyone needing notary services.
Details: 1 signature • My home, venue, etc.
Notarization
Credentials
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
