Justin DeTray, CFP®
Managing Director
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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
