Justin Gross, CFP® in

Justin Gross, CFP®

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Partner/Advisor at Financial Plan, Inc.
📍 Bellingham, Washington, United States

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.

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Experience
18 Years
Current Role
Partner/Advisor
Location
Bellingham, Washington, United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Justin cares 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.
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Career

Work history

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

Media appearances

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Education
2006 - 2008
Bachelor of Arts - BA
Western Washington University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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