Justin Waller
Financial Planner
Waller Financial Coaching
Fee-Only financial planner located in Chico, CA, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Justin Waller is a fee-only financial planner located in Chico, CA serving clients locally and across the state.
Waller Financial Coaching provides comprehensive financial planning and investment management to help endurance athletes, active families, and pre-retiress organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, Justin Waller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Get to Know Justin Waller
Justin Waller is a Fee-Only Financial Planner in Chico, CA. Justin Waller is a NAPFA-Registered Financial Advisor.
At the age of 11, I ran my first financial projection, trying to convince my dad of the financial benefits of quitting smoking. Looking back, that was the first step on a long journey.
In 1998, I entered the world of mutual fund management. While I enjoyed helping people improve their lives through finances, I craved a more personal impact. So, in 1999, I began training at the University of California, Davis, in their CERTIFIED FINANCIAL PLANNER™ program, enabling me to directly assist individuals in achieving their goals.
By early 2000, I was recruited by a renowned financial planning firm, quickly rising to the role of training manager by year's end. In the spring of 2003, I proudly earned my Certified Financial Planner designation. After several years in a fee-based structure, I transitioned to a fee-only planner in 2009. In late 2014, I launched my own firm, aiming to provide clients with greater independence and flexibility.
I thrive on collaborating with active individuals who view their finances as a tool to enrich their lives, whether through sports, travel, charitable contributions, or cherishing time as a grandparent. My clients value the trust and expertise I bring to our relationship.
Outside of finance, I'm a six-time Ironman triathlon finisher, passionate about encouraging others to lead active, healthy lives. I currently call Northern California home, sharing it with my lovely wife and two wonderful children.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- Triathletes
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Office Locations
10 Declaration Dr, Suite D - Chico, CA 95973
Advisor Disclosure
Waller Financial Coaching is an investment advisor registered to work with clients in the state of California. I also work with clients in several other states, but this is on a case by case basis. No advice may be provided to a resident of any other state without prior conversation. For additional information, please contact info@wallerfc.com or access our Form ADV. No offers may be made or accepted from any resident outside the specific states referenced without prior written confirmation. Check the background of this financial professional here.
