Based in Palo Alto, Justin Wiles has been with GW & Wade since 2015, specializing in investment management, financial counseling and tax planning. He currently provides tax, investment, estate planning and retirement advice to a wide range of clients including startup professionals, executives of more established firms and retirees.
Prior to joining GW & Wade, Justin specialized in individual and partnership tax at a San Francisco accounting firm.
- General Securities Representative (Series 7)
- Securities Agent & Investment Adviser Representative (Series 66)
- JD, University of Illinois cum laude
- BS in Advertising & Public Relations from University of Tennessee