Justin Funk, Financial Advisor

Justin Funk, Financial Advisor My passion lies in empowering young families and tech professionals to secure their financial futures, achieve their goals, and create lasting legacies.

Lead Advisor @ Inverness | Guiding Busy Professionals & Families Through Financial Complexity | Smart Planning Made Simple | Confident Decisions Without the Overwhelm As a Financial Advisor with over two years of experience, I bring a unique perspective from my 12-year tenure in the tech industry, specifically within SaaS companies. Holding a Master's degree in Business, I am committed to continuo

us learning and staying ahead of industry trends. I pride myself on being progressive, empathetic, trustworthy, loyal, caring, and intelligent—qualities that I believe are essential in fostering strong, trusting relationships with my clients. My journey into financial advising was motivated by a personal realization: the importance of planning early. I wish someone had guided me through financial planning earlier in my life, and this drives my dedication to impacting as many lives as possible. I aim to be the catalyst for change in my clients' financial journeys, ensuring they feel secure and confident about their future. Feel free to connect with me to discuss how we can work together to build a solid financial foundation tailored to your unique needs and aspirations.

10/15/2025

I want to help you finish your financial year strong so you’re ready for the new year. The right time to review is right now.

Losing a loved one is never easy, and navigating the financial aspects can be complex. I can help you understand your op...
10/15/2025

Losing a loved one is never easy, and navigating the financial aspects can be complex. I can help you understand your options for a life insurance payout so you can make the most of your loved one's legacy. http://spr.ly/6183AdkNf

New trade tensions and the government shutdown are contributing to uncertainty about the future of the economy. Northwes...
10/14/2025

New trade tensions and the government shutdown are contributing to uncertainty about the future of the economy. Northwestern Mutual Wealth Management Company CIO Brent Schutte discusses what investors should expect and breaks down the latest consumer sentiment data. http://spr.ly/6185Axj1S

Markets reached record highs in Q3 as AI-resilient economic growth outweighed rising inflation and a softening labor mar...
10/10/2025

Markets reached record highs in Q3 as AI-resilient economic growth outweighed rising inflation and a softening labor market. Northwestern Mutual Wealth Management Company CIO Brent Schutte recaps the quarter and discusses what’s next. http://spr.ly/6185As4jt

10/08/2025

There’s nothing more beautiful than living life in financial tandem with someone on the same page as you. I can help make that happen.

The sweeping new tax law changes how Americans pay for education. Here’s what you need to know. http://spr.ly/6187Ay5lf
10/08/2025

The sweeping new tax law changes how Americans pay for education. Here’s what you need to know. http://spr.ly/6187Ay5lf

The government shutdown could result in the delay of key economic data. Northwestern Mutual Wealth Management Company CI...
10/07/2025

The government shutdown could result in the delay of key economic data. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest developments. http://spr.ly/6180AoY3g

10/06/2025

If you're juggling a lot, I can help you feel less overwhelmed and more overjoyed. Reach out and let's get you on the right financial track today.

10/01/2025

Life doesn’t hit pause while you figure out your finances, which is why I want to help you get started right now.

The new law includes provisions that may affect your benefits options. See what’s changing—and reach out if you have any...
10/01/2025

The new law includes provisions that may affect your benefits options. See what’s changing—and reach out if you have any questions. http://spr.ly/6187AbJVt

Inflation held steady in August, leaving the Federal Reserve to focus on a cooling labor market. Northwestern Mutual Wea...
09/30/2025

Inflation held steady in August, leaving the Federal Reserve to focus on a cooling labor market. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest developments. http://spr.ly/6187Ag3OS

09/29/2025

If you're ready to feel less stressed and more certain about your finances, I'm ready to help. Reach out and we'll build a plan to help keep you moving in the right financial direction.

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304 Inverness Way S Ste. 165
Englewood, CO
80112

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