Justin Pandy
Helping physicians and surgeons maximize their wealth
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Serving Clients Nationwide
Helping physicians and surgeons maximize their wealth
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Student Loan Repayment Plan Advising
- Tax-Smart Distribution Planning
- Taxes
About Justin Pandy
Justin Pandy is a driven Business Development Manager who recently graduated from Bowling Green State University, where he earned his degree in Insurance and Financial Planning.Originally from Cleveland, Ohio, Justin brings fresh energy and a strong foundation in financial services to his professional role. He is passionate about building meaningful relationships and helping clients find smart, strategic solutions.
Outside of work, Justin enjoys spending quality time with his friends and family. He’s also a devoted dog dad to Jib, a rescue he fostered and quickly fell in love with. He is a dedicated sports fan; Justin rarely misses a week of football and is an enthusiastic participant in fantasy football leagues. You will often find him either in the gym or on the golf course when he is not working.
Affiliations
-
National Association of Insurance and Financial Advisors
- The AGC
Primary Location
420 Madison Ave, Ste 550, Toledo, OH 43604
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free discovery meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Dynasty Wealth Partners
At Dynasty Wealth Partners, we specialize in empowering physicians and surgeons at every stage of their financial & professional journey. From Doctors in Training just beginning their careers, to Aspiring Affluents building their financial futures, to Financially Independent Physicians enjoying the rewards of their hard work, we provide personalized strategies that address the unique financial challenges of the medical profession.Our focus on strategic wealth management, tax efficiency, and retirement planning ensures that your financial health remains as robust as the care you provide to your patients. With a deep understanding of your profession's demands and aspirations, Dynasty Wealth Partners is dedicated to helping you achieve lasting prosperity and financial stability.
Education
Bowling Green State University, Bachelor of Business Administration - BBA, Financial Planning, Insurance and Risk Management
Hobbies and Interests
- Family
- Football
- Golf
- Sports
- Working Out
FINRA Lookup
View DisclosureWho We Serve
- Healthcare Professionals
- Physicians
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