Justin LaRosa leads the investment research, operations, cashiering, and client servicing functions of the organization. Justin joined SFG in the fall of 2020 and specializes in portfolio construction, equity research, and 401(k) plan administration. Justin earned his MBA from Canisius College and a Bachelor’s in Finance & Economics from Brockport St. In his free-time, Justin enjoys working out, playing competitive sports, and spending quality time with family and friends.
Credentials
Designations Earned/Licensing:
- C(k)P®- Certified 401(k) Professional Designation
- NASAA Series 65 (Investment Advisor Representative) Registration
- NASAA Series 63 (Uniform Securities Agent license) Registration
- FINRA Series 7 (General Securities Rep) Registration
- New York State Life, Accident, and Health Insurance License
- New York State Certified Notary Public
Education
MBA, Equity Analysis Concentration, Canisius College
B.S. Finance & Economics, State University of New York, Brockport