Justin Hess is a financial advisor at Tax & Financial Group (TFG) who helps individuals, families, and business owners build lasting wealth. His practice centers on comprehensive financial planning — bringing a client’s investments, insurance, tax strategy, and long-term goals into one coordinated plan. For business owners, that work often extends further, encompassing succession planning, executive compensation, asset protection, and company retirement plans.
Justin believes education comes first: clients who understand why a strategy works are the ones who stay committed to it. That philosophy carries into his speaking, and he regularly presents on financial wellness and wealth-building to businesses and professional organizations across Orange County.
He earned dual Bachelor of Arts degrees in International Political Economy and History from Pitzer College, where he played football. Justin holds the Series 7 and Series 66 securities registrations along with Life and Health Insurance and variable life and annuity licenses (CA Insurance License #4197976). He is a Registered Representative of Cetera Wealth Services, LLC, and Investment Advisor Representative of Cetera Investment Advisers LLC.
A Newport Beach native, Justin still calls it home, where he lives with his wife, Jessica. Outside the office, he enjoys pickleball, hiking, and travel — Kenya’s Amboseli and the Maasai Mara are recent favorites, and there’s always another trip in the works — ideally somewhere with landscapes worthy of Tolkien.
