Justin M. Pollock
Goodyear
Summary
Experienced financial professional with over ten years in financial planning, tax advisory, and portfolio management. As an Enrolled Agent, provides in-depth federal tax expertise for individuals and businesses, including military families, with representation before the IRS. As an Accredited Investment Fiduciary, delivers fiduciary care in investment management, prioritizing client interests in all recommendations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Master Tax Advisor
HR Block
Goodyear
10.2023 - Current
- Maximized client deductions and credits through targeted tax planning strategies, enhancing overall tax savings.
- Prepared and reviewed complex individual and small business tax returns, ensuring compliance and accuracy.
- Achieved promotion within three months due to exceptional client outcomes and expertise in tax law.
- Represented clients during IRS audits and effectively resolved disputes.
- Trained junior associates on federal and state tax filing processes, improving team knowledge and client service.
Financial Technician
Arizona Army National Guard
09.2015 - Current
- Promoted to Sergeant in the 160th Finance Detachment, Phoenix, Arizona.
- Managed operational and training unit budgets, enabling accurate financial analysis.
- Reviewed and approved Department of Defense contracts and travel/pay documentation, supporting financial integrity.
- Delivered financial statements to command teams, enhancing transparency and accountability.
- Collaborated with federal regulatory and audit offices, ensuring adherence to compliance standards.
- Facilitated operational support for deployment to the Middle East during Operation Spartan Shield.
Senior Financial Advisor
Melanin Money
Goodyear
02.2025 - 03.2026
- Delivered personalized tax and investment planning strategies, enhancing financial growth for business owners and six-figure professionals.
- Advised on entity structure optimization, achieving greater tax efficiency and improved asset protection.
- Led financial education sessions on wealth-building principles, empowering clients through Melanin Money’s private platform.
Senior Annuity Product Coordinator
Pacific Life
Goodyear
01.2024 - 04.2025
- Consulted on product fit, contract design, and income guarantees to enhance client solutions.
- Trained financial advisors on leveraging annuities to improve retirement outcomes.
- Supported sales teams and wholesalers with strategic consultations that addressed immediate client needs.
- Promoted from annuity specialist within seven months for delivering exceptional support to advisors and clients.
Financial Advisor
First Command Financial Services
10.2020 - 01.2022
- Advised on military pension planning and survivor benefits, leading to improved financial outcomes for clients.
- Provided insurance TSP and retirement guidance, increasing financial literacy among clients.
- Conducted workshops on budgeting and estate planning, empowering clients with essential financial knowledge.
- Established trust-based relationships focused on long-term strategic financial goals.
Retirement Account Specialist II
Bank of the West
09.2018 - 09.2019
- Delivered retirement plan education to over 5,000 participants, increasing engagement and understanding of retirement options.
- Supported large employer retirement plans through compliance and fiduciary oversight.
- Facilitated plan design compliance, ensuring alignment with regulatory requirements and minimizing compliance risks.
- Conducted plan reviews and benchmark analysis, ensuring offerings remained competitive and aligned with market standards.
Financial Service Representative
TD Ameritrade
01.2018 - 09.2018
- Provided timely guidance on retirement accounts (IRAs, rollovers, RMDs) to enhance client understanding
- Facilitated trade execution, account transfers, and portfolio management for clients
- Instructed investors on platform tools, market trends, and financial fundamentals to empower informed decision-making
- Maintained a high client satisfaction rating through exceptional service and proactive solutions
- Partnered with internal teams to resolve escalated client issues and improve workflow efficiency
Education
Bachelor's - Accounting
Rio Salado Community College
Tempe, Arizona03-2026
Skills
- Tax compliance
- Tax planning
- Tax research
- Compliance standards
- Detail-Oriented
- Strategic thinker
- Team leadership
- Team-Oriented
- Communication
Affiliations
- Financial Planning Association (FPA)
- Tempe Chamber of Commerce
Certification
• Enrolled Agent, 06/26, Internal Revenue Service
• Accredited Investment Fiduciary (AIF), 04/26, FI360
• Chartered Retirement Planning Counselor (CRPC), 03/23, College for Financial Planning
• General Securities Representative (Series 7), 03/17, FINRA
• Uniform Securities Agent State Law (Series 63), 05/17, NASAA
• Uniform Combined State Law Examination (Series 66), 12/17, NASAA
• Accredited Investment Fiduciary (AIF), 04/26, FI360
• Chartered Retirement Planning Counselor (CRPC), 03/23, College for Financial Planning
• General Securities Representative (Series 7), 03/17, FINRA
• Uniform Securities Agent State Law (Series 63), 05/17, NASAA
• Uniform Combined State Law Examination (Series 66), 12/17, NASAA
Accomplishments
Financial Management Technician (36B) Reclass Course, 02/22, TRADOC
- Promoted to class leader during reclassification school, showcasing leadership abilities.
- Promoted to class leader during reclassification school, showcasing leadership abilities.
Timeline
Senior Financial Advisor
Melanin Money
02.2025 - 03.2026
Senior Annuity Product Coordinator
Pacific Life
01.2024 - 04.2025
Master Tax Advisor
HR Block
10.2023 - Current
Financial Advisor
First Command Financial Services
10.2020 - 01.2022
Retirement Account Specialist II
Bank of the West
09.2018 - 09.2019
Financial Service Representative
TD Ameritrade
01.2018 - 09.2018
Financial Technician
Arizona Army National Guard
09.2015 - Current
Bachelor's - Accounting
Rio Salado Community College