Justin Steingraber, CFP®, CFA®
Investment Operations Manager
As the Investment Operations Manager at Boyd Wealth Management, my responsibilities include Investment Monitoring, Portfolio Management, Trading, and Client Service. I have been working in the financial services industry since 2009, with previous experience at Ameriprise Financial, Constellation Wealth Advisors, and First Republic Investment Management. Throughout my career, I have enjoyed a combination of investment research, portfolio construction, and investment operational roles. I look forward to bringing a well-rounded perspective to our clients.
What motivates me is providing an exceptional client experience while continuing to push the limits of available technology and resources to enhance the value provided to clients. I am driven by a need to perpetually learn and challenge my existing views while refining a consistent, repeatable investment process that helps clients achieve their financial goals. At the heart of this philosophy is my belief that financial stability is a key component in facilitating a less stressful and more fulfilling life.
I obtained a Bachelor of Arts in Economics and a Bachelor of Arts in Communication from the University of California at Santa Barbara. Over the course of my career, I have also obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Chartered Financial Analyst® (CFA®) designation.
I live with my wife and three daughters in Rocklin, where we enjoy golfing, reading books, hiking, and spending quality time with family.