Team

Justin Martello, CFP®

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Professional Focus and Services

As a CERTIFIED FINANCIAL PLANNERTM practitioner with Effective Assets, Inc. in Berkeley, Justin Martello is committed to his clients’ success. Effective Assets, Inc. provides goal-oriented, fee-based financial planning for individuals, families and business owners. Justin’s services include SRI portfolio management, values-based retirement and life planning, long-term care and life insurance. As an experienced and organized leader, he is well qualified to coordinate your financial team of legal and tax advisors.

A dedicated environmentalist, Justin understands that people want to meet their life and financial goals while having a positive impact on the world they live in. Socially Responsible Investing allows his clients to integrate their personal, social and environmental values into their investments while working to change the world for the better.

Justin holds a B.S. degree in Resource Ecology and Management from the University of Michigan, School of Natural Resources. He served as Vice President and Board Treasurer of the Sustainable Business Alliance, a membership organization for companies committed to greater environmental and socially responsible business practices. Justin is also a volunteer for the Sierra Club and an avid cyclist, regularly participating in the 2-day Waves to Wine ride to raise money for people living with MS.

During the initial complimentary consultation, you will share your vision of your own future, your goals and your dreams. With this information, Justin will then prepare options and opportunities to create a financial plan in concert with your needs and values. All fee options will be discussed in full detail at this time.

Professional Affiliations

Education & Experience

Mission Statement:

“My mission is to enhance the lives of my clients by aligning their personal values with sustainable financial planning solutions. Through socially responsible investing, I assist my clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the planet.”

Disclaimer

Effective Assets, Inc. is an Independent Registered Investment Advisor registered with the State of California. CA Insurance License 0D55551

As a CERTIFIED FINANCIAL PLANNERTM practitioner with Effective Assets in Berkeley, Justin Martello is committed to his clients’ success. Specializing in Socially Responsible Investing (SRI) for over 23 years, Effective Assets provides goal-oriented, fee-based financial planning for individuals, families and business owners. Justin’s services include SRI portfolio management, values-based retirement planning, long-term care and life insurance. As an experienced and organized leader, he is well qualified to coordinate your financial team of legal and tax advisors.

A dedicated environmentalist, Justin understands that people want to meet their life and financial goals while having a positive impact on the world they live in. Socially Responsible Investing allows his clients to integrate their personal, social and environmental values into their investments while working to change the world for the better.

Justin holds a B.S. degree in Resource Ecology and Management from the University of Michigan, School of Natural Resources. He serves as Vice President and Board Treasurer of the Sustainable Business Alliance, a membership organization for companies committed to greater environmental and socially responsible business practices. Justin is also a volunteer for the Sierra Club and an avid cyclist, regularly participating in the 2-day Waves to Wine ride to raise money for people living with MS.

During the initial complimentary consultation, you will share your vision of your own future, your goals and your dreams. With this information, Justin will then prepare options and opportunities to create a financial plan in concert with your needs and values. All fee options will be discussed in full detail at this time.
Professional Affiliations

* Vice President and Board Treasurer, Sustainable Business Alliance
* Member, First Affirmative Financial Network
* Member, Social Investment Forum
* Member, Green America
* Member, Sierra Club, Northern Alameda County Chapter

Education & Experience

* Certified Financial Planner™ practitioner, College for Financial Planning
* FINRA: Registered Representative Series 6 & 7
* FINRA: Uniform Securities Agent Series 63 & 66
* Licensed Agent (CA License #OD55551): Life, Disability, Long Term Care
* Bachelor of Science, School of Natural Resources, University of Michigan, 1995

Mission Statement:

“My mission is to enhance the lives of my clients by aligning their personal values with sustainable financial planning solutions. Through socially responsible investing, I assist my clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the planet.”

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