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Justin deTray, CFP®

Advisor, Principal, San Rafael

I have a natural and consistent level of curiosity about things. I like solving problems, I like meeting new people, and I enjoy helping people. These traits drive me to learn new things constantly and I like to apply what I learn to benefit clients. - Justin deTray

Justin helps clients make smart financial decisions - decisions that connect the dollars and cents with what’s most important to them personally. His work includes assessing clients’ long-term financial paths and managing portfolios to support their goals. He is passionate about partnering with clients to offer objective and thoughtful advice about all areas of their finances so they have confidence in and ease with their financial lives.

Previously, Justin was a career entrepreneur, beginning in his youth when he helped his mother run a small family business out of their home. Self-employed for much of his career, he worked as a small business technology consultant and later founded and ran a small hedge fund in New York City. With an education rooted in Economics and Physics, he is an energetic problem solver with real-world experience.

Education

  • BA, Astro-Physics, Columbia University

Specialties: 

  • Retirement
  • Business Owners
  • Entrepreneurs
  • Technology
  • Financial Planning
  • Wealth Management
  • Investment Management 

What colleagues say about Justin: 

“Justin is a very engaging, intellectual listener. He is considerate of everyone's thoughts and opinions and is someone you could talk to for hours.” 

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