Justin Limmer is a native Tucsonan. As a local Tucson Advisor for the past twenty years, he serves an established clientele of retirees, working families, and businesses. “Tucson is home and always will be,” says Justin.
He remained in his hometown during his college years, attending and graduating from the University of Arizona with a degree in finance. Justin grew-up in Tucson and went to school alongside his sweetheart, Alisa (also a native Tucsonan), to whom he has been married for 9 years. Together, they have a daughter, Ella, who is, as Justin likes to say, “The purpose and the light of our lives.”
Justin understands the importance of focusing on a family’s financial future because it is at the top of his own priority list. As a wealth advisor, Justin strives to understand his clients’ goals, needs, and concerns in life. He gets to know each client and translates their aspirations into an actionable financial strategy. Part education and part implementation, each client’s financial plan is unique and is put into action over time, with necessary adjustments to changing needs and life circumstances.
During Justin’s career, he has specialized in working with Federal Employees. His understanding of the inner workings of the Federal Benefits Retirement System allows him to help Federal Employees maximize their benefits in retirement in keeping with their overall financial goals. To reach this demographic effectively, Justin has held seminars for Federal Employees in multiple government agencies around Arizona. If you are a Federal Employee or know someone who is, look for an upcoming workshop near you or call Justin to schedule a Personalized Federal Benefits Analysis appointment today.
Beyond Justin’s experience with Federal Employees, he enthusiastically serves clients of all types and professional backgrounds. The principals applied to sound financial and protection planning are ubiquitous, and he approaches each client household with fresh eyes and a listening ear.
Justin has served on the boards of various local non-profit organizations and has coached little league in his spare time. He is a lifelong Chicago Cubs baseball fan and loves to watch them play. “Being a Cubs fan teaches one the lessons of patience and delayed gratification.”
What you may not know is that Justin is an avid historian who loves to study the history of religion and politics. Of course, he is also a UofA basketball fan. But, for Justin, family always comes first. In his own words, “Upon meeting my wife and daughter, you know I am the most blessed husband and father ever.”