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Justin Grossman, RICP, BPC

Justin Grossman, RICP, BPC

Wealth Manager | Investment Advisor Representative

Primary Role: Financial Advisor and Retirement Income Certified Professional

Justin Grossman is a retirement planning professional who educates people on various retirement income strategies. He is well versed in tax strategies, social security optimization, and retirement income planning. Justin attended The Ohio State University and has a Bachelor’s in Business Administration in Finance. He currently holds his Series 6, 63, 65, 7, and RICP certifications. Justin loves that every day he meets new people and families, learning about what’s most important to them and helping them put together an attainable game plan to accomplish their goals. Justin lives in his hometown of Highland Heights, Ohio, and enjoys basketball, traveling, grilling, attending Cleveland and Buckeye sporting events, and spending time with family and friends.

As an advisor, his best advice is to write down what is most important to you and put together a holistic financial/tax/healthcare plan to ensure you can have a worry-free retirement and spend time doing what you love. Justin believes that financial planning allows you to set goals to match the vision you may have for yourself and your family. It’s important to understand what you need to do to get on the right track but also remain on the right track throughout your life. He dislikes that people think that we are salespeople. Unfortunately, there are many in our industry that doesn’t work as fiduciaries and simply look to maximize their commissions. I respect that everyone here at JL Smith is salaried and all of our recommendations are based on the client's goals after a comprehensive financial, tax, healthcare, and estate plan have been reviewed by our team of professionals.

“People often say that motivation doesn’t last. Well, neither does bathing – that’s why we recommend it daily." - Zig Ziglar