Justin Rice, CFP<sup>&reg;</sup> - Financial Advisor

Justin Rice, CFP®

CSLP®

Personal Wealth Strategies

2277 Route 33, Suite 415
Hamilton, NJ 08690
(609) 586-9308 CONNECT WITH Justin
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General

Justin Rice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Wealth Strategies in Hamilton, NJ and the surrounding communities.

Financial Advisor Overview

Specialize in working with Physicians and Dentists on their financial planning from residency through retirement.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSLP

Insurance Licenses

  • Life insurance: NJ, NY, PA, DE, MD, CA, IL
  • Health/disability insurance: NJ, NY, PA, DE, MD, CA, IL
  • Fixed annuities: NJ, NY, PA, DE, MD, CA, IL
  • Variable annuities: NJ, NY, MD

Broker-Dealer Affiliation

Woodbury Financial Services

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance Services Offered through Personal Wealth Strategies, which is not affiliated with Woodbury Financial Services.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Insurance, Retirement, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources