Justina Carrillo

Managing Paraplanner

Justina has worked for Dewey, McDonald & Carrillo, Inc. since 2007 and has been certified to prepare income taxes since 2012. She has a diverse and well- rounded financial background.
Justina has worked in investments, wealth management, incorporations, tax preparation, audits and credit clean up over the past several years but she specializes in marketing and communications. By providing clients with monthly newsletters and holding multiple comprehensive seminars a year, she ensures that clients stay updated with current events and that their needs are being met. 

Recently, Justina been assisting clients in building their customized financial platforms online. Through our software, clients have the ability to view their complete financial picture on demand. This not only allows them to identify growth opportunities but access any data they need within a single, secure tool. 

In addition to that, Justina is the client service liaison. With a bold goal, she works closely with management and together they endeavor to create an environment where the clients feel in control instead of overwhelmed. 

She is currently enrolled at the University of La Verne and working on obtaining a degree in Organizational Management. On her off time, Justina loves playing with her exuberant Mini Pinscher, Dookie and her Tom Cat Salem. When she's not busy cuddling and annoying her little pup, she enjoys traveling and drinking wine. 

Not registered with Royal Alliance Associates, Inc.