Advisor Information
Justin Rice
Financial Advisor
Personal Wealth Strategies
Based In:
New Jersey
Serving Clients in these States

Justin is a graduate of The Catholic University of America, in Washington, DC.  There he majored in Biomedical Engineering.  Continuing his education, Justin attended Rutgers University where he obtained his master’s degree.  During graduate school he began his studies in Finance and earned his Certificate in Financial Planning from Kaplan University.  In March, 2015 he passed the demanding CFP® Certification Examination and after gaining valuable industry experience earned the full CFP® designation in September 2018.Furthering his education in 2019, he obtained the Certified Student Loan Professional (CSLP®) designation which will allow him to help clients formulate the most efficient strategy to eliminate their student loans.  He has been a sought after industry speaker presenting to several groups, including as an expert appearing before the Financial Planning Association-New Jersey Chapter.In 2021, Justin earned the Certificate in Blockchain & Digital Assets® from the RIA Digital Asset Council & New York Institute of Finance.  He joins an exclusive group of financial advisors with the credentials to properly educate clients curious about this new and evolving technology.Justin was born in Baltimore, Maryland and currently resides in Cliffside Park, New Jersey with his wife, Suzie.  He is a member of the Knights of Columbus, which is the world’s largest Catholic fraternal service organization.