Justin M. Makso,  CFP<sup>&reg;</sup> - Financial Advisor

Justin M. Makso, CFP®

Senior Vice President

First Republic Investment Management

160 Federal St.
Boston, MA 02110
FINANCIAL ADVISOR'S WEBSITE
(617) 478-5265 CONNECT WITH Justin
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General

Justin Makso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Republic Investment Management in Boston, MA and the surrounding communities.

Financial Advisor Experience

Justin Makso is Senior Vice President and Advanced Planner at First Republic Investment Management. Mr. Makso joined First Republic in 2016. He has more than nine years of experience providing comprehensive financial planning, tax, retirement and wealth management services and advice to high-net-worth individuals, families, corporate executives, and closely held business owners. Prior to joining First Republic, Mr. Makso was with Lincoln Financial Advisors. Mr. Makso earned his bachelors in Accounting from Clearwater Christian College and earned a Certificate of Financial Planning from Boston University. Justin is a Certified Exit Planning Advisor (CEPA). Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition. He is a member of the Boston Estate Planning Council and the Financial Planning Association. Mr. Makso is also a CERTIFIED FINANCIAL PLANNER™ professional. Wealth Management Experience: Since 2010

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Exit Planning Advisor (CEPA)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth

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