Justin Gross, CFP®

Inspirer
DISC Type : id

Partner/Advisor at Financial Plan, Inc.

Bellingham, Washington, United States

Overview

Justin Gross is a Partner and CERTIFIED FINANCIAL PLANNER™ at Financial Plan, Inc. , specializing in guiding business owners and high-performing professionals through major financial transitions. A graduate of Western Washington University, he focuses on wealth preservation, complex tax planning, and risk management for his clients.

A Bellingham native, Justin enjoys exploring the Pacific Northwests outdoors with his wife, three children, and their labradoodle. He is often found on the lake, in the mountains, or on the golf course, taking advantage of the regions many adventures.

He is a past president of the Northwest Washington Estate Planning Council, highlighting his leadership and deep expertise in generational wealth and legacy planning.

Personality Overview

Decisive

Confident & Optimistic

Fast Adopter

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Business Owner Finances
He focuses on simplifying financial complexity for entrepreneurs, assisting with tax strategy, cash flow, and major transitions like selling a business.
Proactive Tax Planning
Emphasizes forward-looking tax strategies for trusts, estates, and high-net-worth individuals, a recurring theme in his professional focus and public posts.
Generational Wealth
His past presidency of an estate planning council and specialized focus demonstrate deep expertise in inheritance, trusts, and multi-generational financial planning.

Media Appearances

Justin has no verified media appearances

Work History

1-2023
Partner/Advisor at Financial Plan, Inc.
12-2021 - 1-2024
Lead Financial Advisor at Financial Plan, Inc.
6-2021 - 6-2023
Past President at NORTHWEST WASHINGTON ESTATE PLANNING COUNCIL
6-2020 - 6-2021
President at NORTHWEST WASHINGTON ESTATE PLANNING COUNCIL
6-2019 - 6-2020
Vice President at NORTHWEST WASHINGTON ESTATE PLANNING COUNCIL

Education

2006 - 2008
Bachelor of Arts - BA from Western Washington University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Bellingham, Washington, United States Job Level : N/A Designation : Partner/Advisor at Financial Plan, Inc.
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Insights For Selling To Justin

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Justin

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Justin move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Justin take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Justin

Personality Compatibility


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