Justin P. Boren, Ph.D., CPFA

Justin Boren has been with Lagos Wealth Advisors since 2001. With nearly 20 years experience in the insurance and securities business, he is knowledgeable in the areas of compliance, trading, and investment analysis. Dr. Boren earned his doctorate from Arizona State University with specializations in organizational communication, strategy, and quantitative analysis.

Dr. Boren is a holder of the Certified Plan Fiduciary Advisor (CPFA)R credential from the National Association of Plan Advisors. The CPFA credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. You can check a credential holder status by visiting the NAPA CPFA Credential Check site.

He is a published author and his research explores the impact of employee benefits and work/life balance programs on the communicative climate of organizations. His specialization with communication and analysis assists us in the development of communication systems for plan sponsors. He also helps manage client disclosures to keep LWA compliant with Local, State, and Federal rules and regulations. He serves as a principal consultant to Lagos Financial & Insurance Services, Inc. where is is also registered as an Investment Adviser Representative and he is a Registered Admin with Madison Avenue Securities, LLC.