Justin Patellaro

“I am passionate about demystifying complex financial concepts and giving clients the complete clarity they need to make sound decisions. True wealth management isn't just about picking investments—it's about understanding how every single piece of the puzzle impacts your tax bottom line."

Justin is a highly credentialed Wealth Advisor at NorthPoint, holding the rare combination of the Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations. Working alongside Managing Partner Tim Higgins and the firm’s comprehensive tax and business advisory practices, Justin specializes in seamlessly integrating proactive tax planning with sophisticated, wealth-centric retirement and investment strategies. His unique bundled approach empowers business owners, families, and high-net-worth individuals to maximize their lifetime savings and streamline their financial lives under one cohesive roof.

Justin brings extensive technical expertise across corporate and private wealth landscapes, having spent years helping clients navigate complex financial transitions. He focuses on building detailed individual blueprints to efficiently optimize business profits, structure equity compensation, and minimize lifetime tax burdens. Whether designing tax-efficient asset allocations, analyzing concentrated positions, or implementing advanced retirement vehicles, Justin’s analytical depth ensures that his clients' wealth plans are strategically aligned for long-term success.

Committed to staying at the forefront of industry best practices, Justin serves as an active member of the California Society of CPAs (CalCPA) Personal Financial Planning state committee. As a dedicated fiduciary, he prioritizes transparency and rigorous analysis, breaking down advanced financial and tax structures into actionable strategies clients can execute with absolute confidence.

At home in the Danville and San Ramon area, Justin is married to his wife, Beatriz. When he is not in the office helping clients optimize their financial futures, he enjoys spending time outdoors hiking, fishing, and gardening with family and friends.