SANTA BARBARA ESTATE PLANNING COUNCIL

Justin Pearlman, CFP

Justin will be presenting a high‑level, educational overview examining current AI trends and the practical considerations they present for estate planning professionals.

Justin is the Senior Vice President in Wealth Management at Raymond James.  He joined Raymond James in 2024 after 21 years with Morgan Stanley Smith Barney.  He is a UCSB graduate and a Certified Financial Planner professional.