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Justin T. Roudiez profile image

Justin T. Roudiez

Intro Book
Certified financial planner with expertise in estate planning and employee benefits.
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Location
Columbia, Maryland, United States, US
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Bio

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Justin T. Roudiez is a certified financial professional with expertise in estate planning, tax, and employee benefits. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC®), and Chartered Healthcare Consultant (ChHC®). With a graduate certificate in Estate Planning and Taxation from The American College of Financial Services, Justin provides guidance on business succession planning and retirement income strategies. He is based in Columbia, Maryland.

Credentials

  • Accredited Estate Planner (AEP)
    National Association of Estate Planning Councils
    Dec, 2023
    - Apr, 2026
  • Estate Planning and Taxation Graduate Certificate
    The American College of Financial Services
    Aug, 2016
    - Apr, 2026
  • Business Succession Planning Graduate Certificate
    The American College of Financial Services
    Jun, 2016
    - Apr, 2026
  • Chartered Healthcare Consultant (ChHC®)
    The American College of Financial Services
    Feb, 2016
    - Apr, 2026
  • Registered Employee Benefits Consultant (REBC®)
    The American College of Financial Services
    Dec, 2015
    - Apr, 2026
  • Registered Health Underwriter (RHU®)
    The American College of Financial Services
    Jul, 2015
    - Apr, 2026
  • Retirement Income Certified Professional (RICP®)
    The American College of Financial Services
    Jul, 2015
    - Apr, 2026
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jun, 2011
    - Apr, 2026
  • Chartered Advisor for Senior Living (CASL®)
    The American College of Financial Services
    Oct, 2010
    - Apr, 2026
  • Chartered Financial Consultant (ChFC®)
    The American College of Financial Services
    Aug, 2010
    - Apr, 2026
  • Chartered Life Underwriter (CLU®)
    The American College of Financial Services
    Nov, 2009
    - Apr, 2026
  • Series 66 - Uniform Combined State Law
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2008
    - Apr, 2026
  • Series 7 - General Securities Representative
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2008
    - Apr, 2026
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Education

  • 2004 - 2007
    University of Maryland

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Industry Focus. “Financial Services”

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