We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

ADVISORY TEAM

Justin M. Giacona is an Associate, Wealth Analyst at Round Table Wealth Management. He is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to the firm’s Wealth Advisors.

Prior to joining Round Table, Justin worked at a Big Four public accounting firm where he focused on corporate tax compliance and planning for small-to-medium sized private companies.

Justin is a graduate of Loyola University Maryland where he received his Bachelor of Business Administration in Accounting with a minor in Information Systems. He also received his Masters of Accounting at Loyola and is a Certified Public Accountant (CPA). Justin studied abroad in Australia, enjoys traveling and playing chess in his free time.

articles

CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

Sign Up For Our Round Table Newsletter