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Justin LaRosa ,MBA, AAMS, C(k)P

Justin LaRosa ,MBA, AAMS, C(k)P

Investment Services Manager

Justin LaRosa leads the investment research, allocation, and individual investment strategy preparation, as well as ongoing review. He responsible for the investment operations 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 recreational sports, and spending quality time with family and friends.

 

Credentials

Designations Earned

  • AAMS® - Accredited Asset Management Specialist
  • C(k)P®- Certified 401(k) Professional Designation

Licenses and Registrations

  • 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

Certifications

  • New York State Certified Notary Public

 

Education

  • S. Finance, Economics Minor; State University of New York, Brockport
  • MBA, Equity Analysis & Captial Markets Concentration; Canisius College