A financial windfall can come at different times from different places. Some are emotional and ...
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Justin Vossen, CFP®
Investment Advisor, Principal
Justin Vossen is an Investment Advisor and Principal at Lutz Financial. He began his career in 1997. Justin specializes in providing wealth management and financial planning services for high-net-worth families, business owners in transition, endowments, and foundations. He lives in Omaha, NE, with his wife Nicole and children Max and Kate.
Areas of Focus
- Investment Advisory Services
- Comprehensive Financial Planning
- Business Owners & Families in Transition
- Succession Planning
- High Net-Worth Families
Affiliations & Credentials
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association, Member
Community Service
- CUES, Board Member
- St. Augustine Indian Mission, Board Member
- Nebraska Elementary and Secondary School Finance Authority, Board Member
- St. Patrick's Church, Trustee
- Lutz Gives Back, Committee Member
- March of Dimes Nebraska, Past Board Member
Educational Background
- BSBA in Economics and Finance, Creighton University, Omaha, NE
Thought Leadership
Market Commentary
How to Handle a Financial Windfall + 8.14.24
Financial Planning
What to Do with a Financial Windfall
A financial windfall can come at different times from different places. Some are emotional and ...
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Market Commentary
Cash Is Not Trash + Financial Market Update +...
In 2020, billionaire investor Ray Dalio famously claimed that “cash is trash,” which at the time ...
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