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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.