Portfolio Strategist, LPL Financial
As a Portfolio Strategist for LPL Financial’s Private Wealth Services, Justin Moore focuses on constructing portfolios for the Olson Wealth Group in support of clients’ objectives, risk tolerance, and Inspired Life vision. Using a bottom-up approach to asset allocation, he collaborates with Olson Wealth Group to integrate traditional and alternative, investments to build resilient strategies.
Justin believes the strength of a portfolio comes not only from steadfast principles, but also from the ability to adapt. He helps Olson Wealth Group manage non-correlated assets, tactical shifts, and disciplined strategies for steadiness through uncertainty.
He partners with Olson Wealth Group to execute on the belief that: “It’s not always the big changes that make the difference in the long run, but the smaller adjustments in strategy along the way.” Justin serves on the Olson Wealth Group Investment Committee, where he collaborates to design both buy-side and sell-side strategies. By incorporating the thought leadership of LPL Research and leveraging tools like Morningstar Direct, he ensures Olson Wealth Group benefits from both deep institutional research with an independent, values-driven perspective.
With a career dedicated to financial services, Justin brings broad expertise and a steady hand to navigating complex markets. His guidance seeks to ensure that portfolios are not only designed for performance, but also for purpose — empowering families to live their Inspired Life with clarity and confidence.
Education – B.A., Economics — San Diego State University
Series 7 & 66
