Justin Charise

Founder and Managing Partner at Saugatuck Financial

Justin Charise, CFP®, serves as the Founding Partner & CEO at Saugatuck Financial, a company that specializes in comprehensive financial planning for high-net-worth individuals. Prior to this role, Justin worked in Investment Banking at Goldman Sachs and served as an Officer in the US Army with the Field Artillery Branch, where Justin received several prestigious awards. Justin holds a BS in Systems Engineering from the United States Military Academy at West Point and an MBA in Finance from Cornell Johnson Graduate School of Management.

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