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JUSTIN YAKUBOWSKI

Laurel Oak Wealth Management

 

Member profile details

First name
JUSTIN
Last name
YAKUBOWSKI
Suffix/Designations
CTFA, MBA
Organization
Laurel Oak Wealth Management
Title
Financial Advisor
 

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
  • Charitable Planned Giving
  • Financial Planning
  • Investments
Professional Bio
Justin Yakubowski is a Financial Advisor at Laurel Oak Wealth Management. He works closely with clients to understand their goals and create financial plans that support their future.

Prior to joining Laurel Oak Wealth Management, Justin was a Senior Vice President and Delaware Senior Trust Officer at U.S. Trust Company of Delaware in Wilmington, DE. Previously, Justin was a Vice President and Senior Fiduciary Manager at PNC Private Bank in Philadelphia and a Team Lead and Senior Fiduciary Administrator for Wells Fargo Bank in Philadelphia, PA.

Justin earned his Master of Business Administration (MBA) and Bachelor of Business Administration (BBA) with a specialization in Trust & Wealth Management and a Minor in Financial Planning from Campbell University. He also holds his Certified Trust and Fiduciary Advisor (CTFA) designation and is a CFA Institute Investment Foundations™ Certificate Holder. Justin is a member of the Philadelphia Estate Planning Council.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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