Firm News

Justin Patellaro Joins Eide Bailly Wealth

November 28, 2023

We are pleased to welcome Justin Patellaro as a Wealth Advisor in the San Ramon, California office.

“Justin brings extensive knowledge in wealth planning, and a strong background in accounting and finance, among other areas,” said Brad Kelley, Principal of Eide Bailly Wealth. “His expertise is an invaluable addition to our team, and we look forward to leveraging his knowledge and experience to benefit our clients.” |

With over 11 years of experience in finance and accounting and nearly 20 years in client relationship management and real estate advisory, Justin has made a significant impact in various aspects of financial planning and wealth management. Justin’s academic achievements include a Master of Science in Accountancy and several certifications – Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA).

"Embarking on this journey with Eide Bailly marks a significant milestone in my professional career—a chance to align with a legacy of excellence and continual expansion,” expressed Justin. “I am excited to integrate into the vibrant Eide Bailly community, and eager to play my part in steering its future towards sustained growth."

Eide Bailly Wealth’s advisors are dedicated to understanding the unique needs of their clients and creating a result-driven, relationship-focused approach to wealth goals. The firm’s philosophy focuses on comprehensive wealth planning across the entire financial life, helping clients strategize to minimize taxes while adjusting tactics to align with personal risk tolerance and changing market climates.

Eide Bailly Advisors, LLC., Eide Bailly Agency, LLC., are wholly owned and operated by Eide Bailly LLP.