ABOUT

We see a huge gap in the quality and cost of investment management between those with a lot and those just starting out - IIM is a platform for equal access. By combining technology advances with professional investment management we can deliver a low cost and transparent retirement platform to business owners.

JUSTIN WOLLMAN, principal
 

EXPERIENCE

Over the last 17 years of his professional career, Justin has worked as a Financial Advisor for Ameriprise and in the Institutional Investment Management groups of AllianceBernstein and Invesco, specifically, in sales and client service for large retirement plans, foundations, and endowment funds. In 2014, he started working on what would become Intent Investment Management, helping businesses and employees find financial well-being through providing financial education and professional investment management.

EDUCATION

Bachelor of Science in Economics in Business Administration with an honors concentration in Financial Services and a minor in Economics from Saint Mary’s College of California in 2004. Master of Business Administration with a concentration in Finance from Santa Clara University in 2010.

CONTACT

justin@intent.finance

415.717.2661