Justin Moreci joined Lido in 2022. He provides wealth planning for affluent individuals and families. His primary focus is helping clients with financial planning with due consideration to tax and estate concerns, as well as providing clients with tailor-made allocations and strategies. Prior to joining Lido, Justin held consulting and portfolio planning roles at various firms including Merrill Lynch and Morgan Stanley Private Wealth Management. He graduated from California State University, Fullerton where he earned his Bachelor’s in Finance. He also holds his Series 66. Justin lives in Los Angeles and enjoys international travel, basketball, film, and spending time with his loved ones.