Justin Martello
"My mission is to enhance the lives of my clients by aligning their personal values with sustainable financial planning solutions. Through socially responsible investing, I assist my clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the planet."
As a proactive financial advisor specializing in Socially Responsible Investing (SRI), Justin Martello is committed to his clients' success. At Blue Summit Financial Group, Justin provides values-based, comprehensive financial planning for individuals, families and business owners. He guides his clients through investment portfolio management, retirement and estate planning, long-term care and life insurance. As an experienced and organized leader, he is well qualified to coordinate your financial team of legal and tax advisors.
A dedicated environmentalist, Justin understands that people want to meet their life and financial goals while having a positive impact on the world they live in. Socially Responsible Investing allows his clients to integrate their personal, social and environmental values into their investments.
Raised in Michigan, Justin's passion for the environment began in high school when he helped form a club called Students for Environmental Action. He further pursued his interest and obtained his B.S. degree in Resource Ecology and Management from the University of Michigan, School of Natural Resources. As a volunteer for the Sierra Club, Justin stays actively involved with both local and global environmental issues.
Justin carries over his love for the environment into his family life. Weekends will find him and his wife Barbara enjoying cycling, yoga, hiking and backpacking. They reside in La Jolla.
During the initial complimentary consultation, you will share your vision of your own future, your goals and your dreams. With this information, Justin will then prepare options and opportunities to create a financial plan in concert with your needs and values. All fee options will be discussed in full detail at this time.
Professional Affiliations
- Founding Member, San Diego Green Business Network
- Member, First Affirmative Financial Network
- Member, Social Investment Forum
- Member, Co-Op America
- Member, Sierra Club, San Diego Chapter
Education & Experience
- Certified Financial Planner™ Candidate, College for Financial Planning
- FINRA: Registered Representative Series 6 & 7
- FINRA: Uniform Securities Agent Series 63 & 66
- Licensed Agent (CA License #OD55551): Life, Disability, Annuity, Health
- Bachelor of Science, School of Natural Resources, University of Michigan, 1995
