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Justin Chastain

Justin Chastain Profile Photo

Financial Planner

Justin began his financial career in 2010 after earning a Business Management degree from Furman University. Throughout his career, he has worked in private banking for various institutions and has earned the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Certified Retirement Counselor® designations.

Justin specializes in assisting business owners and families with comprehensive financial planning strategies. Committed to the fiduciary standard, he focuses on enhancing his clients' overall well-being, encouraging them to make financial choices that align with their values and prioritize their time on what matters most.

As an active member of the Financial Planning Association, Justin is dedicated to community service, teaching financial literacy programs across North and South Carolina. In his leisure time, he enjoys playing golf (admittedly not very well), staying active in the gym, and exploring new places.

Ep 237: Ask the Professor: Legal Tax Hacks Your CPA Isn’t Talking About
237
Oct. 10, 2025

Ep 237: Ask the Professor: Legal Tax Hacks Your CPA Isn’t Talking About

💡 Episode Summary In this week’s Ask the Professor edition of The Weekly Wealth Podcast , host David Chudyk, CFP® , sits down with financial educator and colleague Justin Chastain (“The Professor”) to unpack key tax planning concepts that impact retirement, Social Security, and business owners. Justin—who teaches future CFP® professionals through Dalton Education—shares his trademark mix of deep insight and humor while explaining how proactive tax strategies can create real, lasting wealth. 🧩 To...
Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor
192
Nov. 1, 2024

Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor

Email david@parallelfinancial.com or Justin@parallelfinancial.com Don't forget to visit www.weeklywealthpodcast.com CLICK HERE to download the FREE EBOOK, INSIDE THE MIND OF AN ACQUIRER: Understanding the Potential Buyers of your Business. An exploration of Net Unrealized Appreciation (NUA) takes center stage as David Chudyk engages in a dialogue with financial planner Justin Chastain. NUA represents the unrealized gains from employer stock within retirement accounts and can significantly affect...