Justin Makso is Senior Vice President and Advanced Planner at First Republic Investment Management.
Mr. Makso joined First Republic in 2016. He has more than nine years of experience providing comprehensive financial planning, tax, retirement and wealth management services and advice to high-net-worth individuals, families, corporate executives, and closely held business owners. Prior to joining First Republic, Mr. Makso was with Lincoln Financial Advisors.
Mr. Makso earned his bachelors in Accounting from Clearwater Christian College and earned a Certificate of Financial Planning from Boston University. Justin is a Certified Exit Planning Advisor (CEPA). Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition. He is a member of the Boston Estate Planning Council and the Financial Planning Association. Mr. Makso is also a CERTIFIED FINANCIAL PLANNER™ professional.
Wealth Management Experience: Since 2010
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