Justin Roudiez has been an investment adviser representative at Oakmont Wealth Advisory since January 2019, and is not listed among the firm’s executive officers or direct owners. Justin Roudiez holds a Bachelor's degree from the University of Maryland, College Park and a Master of Science in Financial Services from The American College of Financial Services.
Oakmont Wealth Advisory, LLC is a Columbia, MD firm with $124M under management, 65 clients and 2 advisers in one office, as of its March 2026 filing.
Justin Roudiez is Client Advisor and Director of Financial Planning at White Oak Wealth Management. He joined White Oak in 2019, following a ten-year career with Northwestern Mutual where he served as Director of Advanced Financial Planning & Wealth Management for the Annapolis Group. He specializes in personal and business planning, tax-efficient wealth accumulation, retirement income planning, legacy wealth planning and qualified retirement plan design. He is past president of the Anne Arundel Estate Planning Council.
Justin Roudiez’s longest registration is the current one, 7 years at Oakmont Wealth Advisory since 2019. Before joining Oakmont Wealth Advisory in 2019, Justin Roudiez was registered through Northwestern Mutual Investment Services,llc.
- White Oak Wealth ManagementCurrent– present · 7 yearsColumbia, MD · Adviser representative · Firm CRD 299021
- Northwestern Mutual Investment Services,llc– · 7 yearsAnnapolis, MD · Adviser representative · Firm CRD 2881
Professional designations
Listed by Oakmont Wealth Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Justin Roudiez is registered as an investment adviser representative in Maryland, since January 2019.
- MarylandSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 March 2008 |
| Series 7 | General Securities Representative Examination | 4 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Travers Roudiez
- CRD
- 5354169
- Firm
- Oakmont Wealth Advisory · CRD 299021
- Office
- 8840 STANFORD BOULEVARD, SUITE 4000, Columbia, MD 21045
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakwealthmanagement.com
Where does Justin Roudiez work?
Justin Roudiez is an investment adviser representative registered through Oakmont Wealth Advisory, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Justin Roudiez a financial advisor?
Yes. Justin Roudiez has a current investment-adviser registration in Maryland, through Oakmont Wealth Advisory since January 2019.
How many years of experience does Justin Roudiez have?
Justin Roudiez has 16 years in the financial industry, since February 2010, across 2 adviser firms.
What exams has Justin Roudiez passed?
Justin Roudiez has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008. FINRA credited Justin Roudiez with the SIE, which began in October 2018.
Where did Justin Roudiez work before Oakmont Wealth Advisory?
Before Oakmont Wealth Advisory, Justin Roudiez was registered through Northwestern Mutual Investment Services,llc, August 2009 to January 2017.
Where is Justin Roudiez based?
Justin Roudiez’s registered office is in Columbia, MD.
Is Justin Roudiez registered with FINRA?
No. Justin Roudiez has no current broker registration.
Is Justin Roudiez a CFP?
Oakmont Wealth Advisory lists Justin Roudiez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Justin Roudiez, MSFS, CFP® biography, whiteoakwealthmanagement.com
How can I verify Justin Roudiez’s record?
Search CRD 5354169 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Roudiez’s full registration record.