Justin Ancona

Financial Advisor

Justin Ancona is a Financial Advisor dedicated to working closely with clients on the development and monitoring of their financial plans. He joined Legacy Wealth in 2017 and is a coach at heart. He loves to educate clients on their financial plan and help them reach their goals. His goal is to see you succeed with your money so that it becomes a blessing to you AND others, and not a curse. He meets with you to review your plan and discuss any changes to ensure your plan stays on course.

Justin is a Wheaton College Graduate and All-American tennis player. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. In 2022, he is also a member of Kingdom Advisors. The study group and content he has worked through has helped him go deeper with clients with questions like “How much is enough” and “Is the next steward chosen and prepared”?

Justin and his wife Jes live in Aurora, IL. He is very involved in a non-profit Young Professionals Group that meets weekly and attends Compass Church in South Naperville. In his free time, Justin enjoys coaching tennis, playing golf, tennis and pickleball, and hunting with his in-laws. He also loves to read and spend quality time with friends and family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.