Justin Moreci

Wealth Advisor

Torrance, California

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Justin is a Wealth Advisor based in Los Angeles, serving executives, business owners, and families. He strives to help clients gain understanding and confidence to make complex financial decisions, with a focus on integrated planning that includes investments, retirement, tax-aware strategies, and multigenerational considerations.
Justin brings extensive experience advising high-net-worth individuals and families, along with a background that includes senior advisory and leadership responsibilities within nationally recognized wealth management organizations. His experience combines institutional insight with a personal, relationship-first approach. Justin earned his bachelor’s degree in finance from California State University, Fullerton.
Justin gravitates toward environments where strategic decisions have meaningful, measurable impact on clients’ lives. He believes strong analysis, open collaboration, and clear communication are essential to effective planning, and works to align each client’s strategy with their values, priorities, and long-term goals.
Outside the office, Justin enjoys international travel and exploring new cultures and experiences. He also enjoys playing and watching basketball and values time spent with family and friends.