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Justin-Sansone-1

 

Justin A. Sansone, CPA, AIF

Client Advisor

585.586.0970

jsansone@alescoadvisors.com

 

Join Date: February 2018

Justin provides comprehensive financial planning services to high-net-worth individuals and families at Alesco Advisors. His approach is holistic, encompassing strategies for asset allocation, risk management, tax-efficient planning, estate planning, and personalized investment management. He leverages his tax expertise and CPA designation to optimize clients' financial strategies.

In addition to his work with high-net-worth individuals and families, Justin plays a vital role in Alesco's retirement plan advisory practice. He helps organizations optimize their retirement plans through plan design assistance, investment menu implementation and monitoring, and plan participant investment education and guidance. Justin also works with institutional clients, providing Outsourced Chief Investment Officer (OCIO) services. These include tailored investment solutions, investment policy consulting, asset allocation modeling, and ongoing education for committees, boards, and staff.

 Justin began his career in public accounting with Deloitte Tax, LLP in Atlanta, GA. He later worked as a partner at a regional CPA firm based in Rochester, NY.
 

 

Credentials & Education

  • BA Economics and Political Science, University of Rochester
  • MBA, University of Rochester - Simon Business School
  • CPA - Certified Public Accountant
  • AIF - Accredited Investment Fiduciary

 

Community Involvement

Beyond his professional life, Justin is involved with Greater Rochester Habitat for Humanity, serving as a Board member from 2016 to 2025, and enjoys the spring and summer months coaching youth baseball.

 

Personal Life

Justin and his wife reside in Pittsford, NY with their two children.