Justin is a Principal at Weisberg Capital Management, where he helps business owners design and manage retirement plans, minimize their tax burden, and build financial strategies that align with both business and personal goals.

 

With more than a decade of experience in financial services and over 20 years in leadership and project management, Justin brings practical insight and personalized advice to every client relationship.

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He is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent, combining deep tax expertise with comprehensive financial planning. He also holds a California insurance license (CA License No. 0I82006) and provides guidance on life, disability, and long-term care planning.

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Outside of the office, Justin enjoys spending time with his wife and three children exploring Southern California through hiking and camping. A lifelong music enthusiast, Justin studies classical guitar in his downtime.

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Fiduciary Oath:

I will put my client's best interest first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. I will not mislead clients, and I will provide conspicuous, full and fair disclosure of all important facts. I will avoid conflict of interest. I will fully disclose and fairly manage, in my clients' favor, any unavoidable conflicts.

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You can book a call with Justin here.

As a fiduciary Investment Advisor, I specialize in personalized portfolio management and 401(k) plan consulting — helping individuals, families, and business owners across the Coachella Valley make appropriate financial decisions with clarity and confidence.

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I hold a bachelor’s degree in Finance & Accounting from California State University, San Bernardino, where I studied under Dr. Jim Estes and completed executive education through Yale School of Management. Before that, I earned my Associate’s degree at College of the Desert right here in the valley.

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Since 2014, I’ve helped clients align their portfolios with their life goals, optimize tax strategy, and minimize plan costs. I believe great advice starts with listening — and a long-term commitment to doing what’s right.

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Outside of work, I enjoy hiking desert trails, traveling with my wife, learning the piano, and practicing Muay Thai — a discipline I’ve pursued over the past two years. It’s helped reinforce the same values I bring to my work: focus, consistency, and mental resilience.

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Fiduciary Oath:

I will put my client's best interest first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. I will not mislead clients, and I will provide conspicuous, full and fair disclosure of all important facts. I will avoid conflict of interest. I will fully disclose and fairly manage, in my clients' favor, any unavoidable conflicts.

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You can book a call with Akram here.

As our Operations Consultant, Oumayma ensures the firm runs seamlessly, optimizing workflows, integrating smart tech, and keeping finances in order.

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With an engineering degree from ISEL, University of Le Havre and a Specialized Master’s from Centrale-Supélec, she brings a structured, analytical approach to operations and financial systems.

 

Before starting consulting, Oumayma spent a decade the renewable energy industry across France and California, mastering data analysis, CRM systems, operations and project management skills she now applies to streamlining WCM's operations.

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Beyond operations consulting, Oumayma applies her analytical mindset to human well-being as a Somatic Guide. When she isn’t optimizing workflows, she offers movement and meditation circles for the women in her community.

 

An adventurer at heart, Oumayma loves hiking and traveling with her husband. She also enjoys training Muay Thai, and practicing intuitive movement and yoga.