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At a glance

Discipline
Financial Planner
Designations
CFP®
Firm
Edward Jones
Located
Santa Rosa

Justin Pigeon

Financial Planner

Edward Jones — Santa Rosa

Practice

We serve a select group of multi generational families and help them organize, grow, protect, and transfer wealth in a way that reflects their highest hopes and goals.

Areas of work

  • Analyzing existing life insurance coverage for continuing relevance to the estate plan
  • Charitable gift planning
  • Developing strategies to minimize potential estate and gift taxes
  • Proposing life insurance solutions consistent with estate plans
  • Retirement distribution planning
  • Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.