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Justin Curtiss
Financial Planner at Sustainable Wealth Management
Professional Background
Justin Curtiss is a highly accomplished Wealth Advisor whose unique blend of legal acumen and financial expertise enables him to help attorneys achieve their financial goals. Drawing upon his extensive background in law and finance, Justin approaches wealth management with a meticulous mindset honed through years of legal training and practice. As a former attorney, Justin understands the challenges legal professionals face, including managing significant school debt and the need for comprehensive retirement planning.
At Sustainable Wealth Management, Inc., Justin utilizes his skills as a CERTIFIED FINANCIAL PLANNER™ (CFP) to provide efficient and trustworthy financial advice tailored specifically for attorneys. His transition from law to wealth management was driven by a passion for helping legal professionals navigate their financial landscapes, ensuring they are well-equipped for both their personal and professional lives. By offering a blend of sound financial strategies and empathetic guidance, Justin enables his clients to focus on their legal work without the added stress of financial uncertainty.
Education and Achievements
Justin Curtiss's educational journey demonstrates his commitment to excellence in both law and finance. He earned his Juris Doctor (JD) from Lewis & Clark Law School, where he also obtained a Tax Certificate. This strong legal foundation, combined with his studies in History and Biblical Theology at Multnomah University, equips him with a well-rounded perspective that informs his investment strategies and client interactions.
His qualifications do not stop at academia; Justin is also a licensed attorney in Oregon and Washington, showcasing his dedication to maintaining a high standard in all his professional endeavors. This legal background provides him with a distinct advantage in the financial services industry, allowing him to view financial matters through a critical lens that typically benefits legal clients.
Notable Contributions and Positions
With a robust career foundation, Justin has held several key positions that add to his credibility and expertise in wealth management. Prior to his current role as a Financial Advisor at Sustainable Wealth Management, Justin gained invaluable experience as an Attorney at Law with Landerholm, P.S. He has also served as the NTLC Lewis & Clark Law School Liaison for the New Tax Lawyer Committee, a role that required him to stay updated on tax law developments and trends affecting his clients.
Justin's practical experience is further enriched by roles such as Law Clerk at Samuels Yoelin Kantor LLP and Judicial Extern at the Oregon Tax Court. He has also contributed his talents as a Judicial Intern for Judge Youlee You at the Multnomah County Circuit Court. Each of these positions has allowed Justin to refine his legal expertise and understand the intricate details of regulations that can significantly impact clients’ financial strategies.
Moreover, Justin has been associated with LexisNexis as an Associate, which underscores his commitment to thorough legal research and knowledge — essential skills in both law and financial planning. Additionally, his dedication to community service is evident through his volunteer work at a church in Chennai, illustrating his belief in giving back and supporting those in need.
Trustworthy Financial Partner
As an attorney, Justin emphasizes the importance of trust in client relationships, mirroring the fundamental principles that govern the legal profession. Clients can feel secure knowing that as a fiduciary, Justin operates with the utmost honesty and integrity, always placing their best interests at the forefront of his financial advice. His approach is centered on building relationships based on transparency and reliability, qualities that are essential for any successful advisor-client partnership.
Justin’s ability to provide comprehensive financial consultations is driven by his thorough yet concise methodology. He is adept at analyzing clients’ financial situations and crafting actionable strategies to guide them toward their financial goals. By adopting a detailed-oriented and methodical approach, Justin ensures that no stone is left unturned in the pursuit of optimal financial health.
Commitment to Client Success
Understanding the pressures facing legal professionals, Justin offers specialized services that include debt management and retirement planning. Many attorneys soon realize that while they excel in law, managing their financial futures often takes a back seat. Justin addresses this deficit by providing tailored advice aimed at debt reduction while increasing retirement savings. His emphasis on sustainable wealth management allows clients to visualize and achieve long-term financial stability.
Moreover, Justin appreciates the critical role that investment management plays in achieving financial goals. He is committed to placing clients in investment opportunities that align with their unique risk profiles and financial aspirations. By combining his legal analytical skills with astute financial planning, Justin provides a level of service that resonates deeply with attorney clients who seek to maximize their financial outcomes.
Conclusion
In the competitive landscape of wealth management, Justin Curtiss stands out as a trusted ally for attorneys navigating their financial futures. With a rich background in law complemented by comprehensive experience in finance, he possesses a unique perspective that empowers legal professionals to achieve their financial objectives efficiently and effectively. As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, Justin is dedicated to providing personalized, trustworthy financial advice that helps clients build sustainable wealth and secure their financial legacies. His commitment to excellence, integrity, and effective communication continues to build lasting relationships with clients, making him a valuable asset in their financial journey.
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Mesh is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.