Justin Philip Mazzon

Employer firm

Wealth Architects, LLC CRD 135373

$2.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 07/2020
  Unemployed
  Greenbrae, CA
• 06/2014 → 08/2017
  Crate And Barrel
  Corte Madera, CA
• 08/2015 → 05/2017
  College Of Marin
  Kentfield, CA
• 05/2018 → 07/2018
  American Blue Chip Investment Management
  Larkspur, CA
• 08/2017 → 05/2019
  University Of California, Berkeley
  Berkeley, CA
• 08/2020 → Present
  Wealth Architects, Llc
  Mountain View, CA

Designations

• Chartered Financial Analyst