Justin Simonini

Justin Simonini joined GoldBook Financial in February 2025 as a Financial Advisor.

He isn’t your average financial advisor — he’s a problem solver with a passion for making a real impact. After working in mortgage lending, notably revitalizing lending operations at Trellis, a Phoenix-based nonprofit, to help pay down millions in debt and reestablish primary mortgage lending and a stint at JP Morgan Chase, he realized that personal finance is the foundation of overall well-being. Inspired by this connection, he shifted gears to help individuals and couples craft dynamic financial strategies, fostering open, honest conversations with a knowledgeable and ethical professional by their side.

Justin is deeply committed to community service and has been a long-time volunteer tax preparer* at VITA (Volunteer Income Tax Assistance and Prepare for the Elderly), served as a board member at Newtown Community Development Corporation until he termed off it. He continues to actively support Ability360 and Canine Companions, where he has helped raise thousands of dollars over the past eight years and enjoys spending his time. Justin holds a bachelor’s degree in organizational leadership from Arizona State University, a Certificate in Financial Planning from DePaul University’s Continuing and Professional Education (CPE) in Chicago, IL and has earned the designation of CERTIFIED FINANICAL PLANNER® from the CFP Board of Standards.

He is Life, Accident and Health licensed and holds FINRA Series 7, 63 and 65.

*Justin Simonini does not provide tax advice or services. Consult your tax advisor regarding your specific situation.

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