Justin deTray is a Managing Director and Advisor in the San Rafael office.

Justin helps clients make smart financial decisions that connect their assets with what’s most important to them personally. His work includes assessing clients’ long-term financial paths and managing portfolios to support their goals. He is passionate about partnering with clients to offer objective and thoughtful advice about all areas of their finances, so they have confidence in and ease with their financial lives.

Previously, Justin was a career entrepreneur, beginning in his youth when he helped his mother run a small family business out of their home. Self-employed for much of his career, he worked as a small business technology consultant and later founded and ran a small hedge fund in New York City. With an education rooted in Economics and Physics, he is an energetic problem solver with real-world experience.

Previous Experience

  • Financial Advisor and Principal at Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner
  • BA, Columbia University, Astrophysics

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.