About The Owner
Meet Justin Pollack, who is a registered representative and agent with Transamerica
Financial Advisors and World Financial Group. Justin is a proud Floridian, having been born, raised, and lived in South
Florida his entire life. He attended the University of Central Florida, where he received a BA in International
Relations. He also received an MBA from Indiana University’s Kelley School of Business. He worked in the nonprofit space for 15 years, serving as a Program Director, Development Officer and Development Operations Manager. He has been married for 9 years,have 2 sons, ages 7 and 3. Included in their family are 2 adopted dogs which are a 10-year-old Dachshund/Jack Russell mix and an 8 month old German Shepard-Golden Doodle mix. Justin loves talking about sports, business, craft beer and spirits, barbecue, and simply getting to know people.
History Of The Business
TransAmerica has been around for well over 100 years. Justin's entry into financial services is a bit more recent. For the first 15 years of his professional career, He worked in the nonprofit space where he was working to help make the world a better place. Throughout that time, he always took great joy and pleasure in managing his own retirement assets. In April of 2019 Justin's father unexpectedly passed away. Him and Justin's mother worked their entire lives, but for several reasons did not have much to show for their efforts. A few months before his father passed, his parents called him and told him that they had a conversation scheduled with someone at a local bank to talk about their retirement plans. He responded, by saying that some “random guy” now knows more about their retirement plans (and assets) than their sole, only child. They had talked about having a conversation so he knew everything - but unfortunately that conversation never happened before his father passed away. Working through his parent’s estate changed his “casual hobby” of investing and financial planning into a career.
About The Business
Justin started his business about two years ago. He is based out of South Florida, but he is licensed to work in 11 states (and counting). Justin's most popular service that he offers is his in depth retirement planning. He loves talking with families about their
hopes, goals and dreams. His favorite part about owning his business is seeing the direct impact that he's making on a family and their future.His approach in his planning and advice comes from a “servant’s
heart”. His background is in non-profit – He genuinely care about his clients
and their futures. He wants to make sure their families are taken care of
Services Offered
Justin offers Financial planning and education, Budgeting, Debt management, Life Insurance, employer sponsored retirement plans, investments,annuities.Business succession planning, Tax free income solutions, Building generational wealth
Other Information
Justin is happy to provide a FREE Financial Needs Assessment to any couple or family based in the U.S. who is committed to securing their financial future. His competitors charge anywhere from $500-$5000 for this service, but his firm believes EVERYONE should have access to this information!
Comments