Justin Gross, CFP®
Inspirer · DISC type idJustin 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.
Read the full overview →How Justin shows up
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.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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