Justin Pagan
Senior Vice President – Wealth Management
Senior Wealth Advisor
NMLS#: 1814662
- Phone: (212) 661-0584
E-Mail: justin.pagan@citi.com
330 Madison Avenue
New York,
NY
10017
Citi Personal Wealth Management helps you connect future aspirations and present needs.
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Justin Pagan
As a Citi Personal Wealth Management Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I work diligently to exceed clients’ expectations by providing attentive service across a broad range of needs, objectives, products and services. As a CERTIFIED FINANCIAL PLANNER(TM) professional, I focus on every client's complete financial picture, covering topics such as: investments, retirement, education, and coordination with your tax planner. In the process I guide and educate clients to help them make informed financial decisions.
One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs—including savings, mortgage lending, and commercial banking. Working together with a Wealth Relationship Manager, I’m also able to introduce clients to Citi’s comprehensive banking products and services.
Throughout my tenure in finance, I have acquired the skills, knowledge and experience that now help me address my clients’ complex needs, with a high level of service.