Private Wealth Management

 

Justin Gaudino

CFP®, CIMA®, CPWA®

Associate Wealth Manager

Justin Gaudino, CFP®, CIMA®, CPWA®, is an Associate Wealth Manager at Mayflower Advisors. He provides tailored advice and investment strategies to high net-worth families, individuals, and Non-profit organizations. His focus is on portfolio construction, asset allocation and holistic financial planning. He works and coordinates with clients’ accountants and estate attorneys to determine the most beneficial course of action and strategy for the firm’s clients. Justin is also responsible for trading and implementing customized investment strategies for clients.

Justin graduated from the University of Arizona with a BA in Economics. He earned his Certified Investment Management Analyst® designation through the Wharton School of Finance at the University of Pennsylvania and his Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business.

Previously, he worked at MFS Investment Management, one of the oldest asset management firms in the world. He spent five years on the retail sales desk covering both New York and Boston markets.

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Designations & Registrations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • Certified Investment Management Analyst (CIMA®)
  • Certified Private Wealth Advisor (CPWA®)
  • Series 7 Securities Registration
  • Series 63 Securities Registration