Justin Charise, Cfp®
AeroLeads people directory · profile

Justin Charise, Cfp® Email & Phone Number

Founding Partner and CEO at Saugatuck Financial
Location: Westport, Connecticut, United States 1 work role
1 work email found @nmfn.com 2 phones found area 607 and 203 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@nmfn.com
Direct phone (607) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founding Partner and CEO
Location
Westport, Connecticut, United States
Company size

Who is Justin Charise, Cfp®? Overview

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Quick answer

Justin Charise, Cfp® is listed as Founding Partner and CEO at Saugatuck Financial, a with 15 employees, based in Westport, Connecticut, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 607, 203, and a matched LinkedIn profile for Justin Charise, Cfp®.

Company email context

Email format at Saugatuck Financial

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*@nmfn.com
68% confidence

AeroLeads found 1 current-domain work email signal for Justin Charise, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Justin Charise, Cfp®

Justin graduated with distinction from the United States Military Academy at West Point, where he was co-captain of the Division I Army Lacrosse team.As an officer in the United States Army he led 94 soldiers from Kuwait into Baghdad, firing 179 rockets during the initial phase of what became Operation Iraqi Freedom. Following his career in the Army, Justin earned his MBA from Cornell. As one of 26 Park Leadership Fellows in his year group, he concentrated his studies in finance and graduated with distinction (top 10%).Post-MBA, Justin joined Goldman Sachs's Industrials Group in their Investment Banking Division.Deciding to leave Goldman to start Saugatuck Financial, he now helps clients live lives free of financial stress by creating coordinated financial plans that are tax-efficient and outcome focused. Along with a highly credentialed team of financial professionals, Justin is committed to helping clients achieve their financial goals while protecting what’s most important to them. Outside the office, Justin’s hobbies include supporting Army lacrosse, working out, and spending time with his family. Justin and his wife, Christy, reside in Westport, Connecticut with their son Austin and their daughter Ashley.Banner photo credit: U.S. Army photo by: Staff Sgt. Vito T. Bryant/ USMA Public Affairs

Listed skills include Financial Planning, Financial Advisory, Financial Modeling, Financial Analysis, and 1 others.

Current workplace

Justin Charise, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Saugatuck Financial
Saugatuck Financial
Founding Partner and CEO
Westport, CT, US
Employees
15
AeroLeads page
1 role

Justin Charise, Cfp® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Saugatuck Financial

Other employees you can reach at saugatuck-financial.com. View company contacts for 15 employees →

FAQ

Frequently asked questions about Justin Charise, Cfp®

Quick answers generated from the profile data available on this page.

What company does Justin Charise, Cfp® work for?

Justin Charise, Cfp® works for Saugatuck Financial.

What is Justin Charise, Cfp®'s role at Saugatuck Financial?

Justin Charise, Cfp® is listed as Founding Partner and CEO at Saugatuck Financial.

What is Justin Charise, Cfp®'s email address?

AeroLeads has found 1 work email signal at @nmfn.com for Justin Charise, Cfp® at Saugatuck Financial.

What is Justin Charise, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 607, 203 for Justin Charise, Cfp® at Saugatuck Financial.

Where is Justin Charise, Cfp® based?

Justin Charise, Cfp® is based in Westport, Connecticut, United States while working with Saugatuck Financial.

What companies has Justin Charise, Cfp® worked for?

Justin Charise, Cfp® has worked for Saugatuck Financial.

Who are Justin Charise, Cfp®'s colleagues at Saugatuck Financial?

Justin Charise, Cfp®'s colleagues at Saugatuck Financial include Luke Andriuk, Cfa, Julie Oh, Brittany Maltby, Cfp®, Laura Muniz Godoy, and John Leifels.

How can I contact Justin Charise, Cfp®?

You can use AeroLeads to view verified contact signals for Justin Charise, Cfp® at Saugatuck Financial, including work email, phone, and LinkedIn data when available.

What skills is Justin Charise, Cfp® known for?

Justin Charise, Cfp® is listed with skills including Financial Planning, Financial Advisory, Financial Modeling, Financial Analysis, and Strategic Planning.

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