Justin Charise

Justin Charise

CFP, Founding Partner, Saugatuck Financial, Saugatuck Financial
Justin Charise

Expanding on the legacy and successful 30+ year career of his father, Justin has built a comprehensive financial planning practice in Westport, CT. In 2017, he became one of Worth Magazine’s Leading Advisors and was also selected among Fairfield County’s Top 40 Under 40 Professionals. He has consistently been named among the top 10 financial representatives in Northwestern Mutual’s Eastern Region and in 2018, he was included among the Top 20 NM advisors, nationwide.  

Having graduated from the United States Military Academy at West Point with distinction in 2000, Justin went on to spend five years as an officer in the United States Army. Between 2001 and 2003, as 2nd Lieutenant and 1st Lieutenant respectively, Justin led his soldiers to Kuwait during Operation Desert Spring and from Kuwait into Baghdad during the initial phase of what became Operation Iraqi Freedom. As a Captain, Justin managed the operations for more than 300 soldiers in a field artillery battalion.

Following his career in the Army, Justin earned his MBA from Cornell, where he was selected as one of 26 Park Leadership Fellows. He concentrated his studies in finance and graduated with distinction. After business school, Justin joined the Industrials Group in the Investment Banking Division at Goldman Sachs before leaving to become a Financial Advisor and found Saugatuck Financial.

Justin is passionate about helping his clients live lives free of financial stress. Creating plans to allocate their assets most effectively and helping them reach their goals while protecting what’s most important to them continues to be the most rewarding aspect of the career for Justin.

As a former Co-captain of the Army lacrosse team, Justin’s hobbies include supporting Army lacrosse, coaching Westport Youth Lacrosse, working out, and spending time with his family.  Justin and his wife, Christy, reside in Westport, Connecticut with their son Austin (8 years old) and daughter Ashley (6 years old).


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