Justin Poccia, ChFC® – Financial Planner
I’ve often been described as an old soul, so it’s my mission to bridge the past with the present. From early on, my path to the financial services industry has been clear, rooted in my belief in helping others succeed. My professional goal is to meet individuals where they are in their financial journey, build meaningful, trust-based relationships, and guide them toward lasting success.
I was born and raised in Whitehall, PA, and now reside in Skippack, PA. I attended Allentown Central Catholic High School and DeSales University, where I earned a Bachelor of Science in Marketing and Finance with a concentration in Financial Planning. In December 2025, I earned the Chartered Financial Consultant® designation and am currently continuing my path toward becoming a CERTIFIED FINANCIAL PLANNER® practitioner.
I’m incredibly proud to be the grandson of two sets of hardworking, resilient immigrants. My maternal grandparents emigrated from Austria to Canada in 1955 before settling in the United States five years later, while my paternal grandparents came to the U.S. directly from Italy in 1960. Growing up with them, I gained invaluable life lessons and developed a deep connection to my heritage. Their example instilled a strong sense of pride, shaped by enduring values and disciplined work ethic. Today I am a very proud member of the Coplay Saengerbund, America’s oldest private Austrian social club, a legacy I share with my maternal grandparents.
Giving back to the community has always been a cornerstone of my values, and I take pride in actively supporting philanthropic efforts that make a meaningful, lasting impact. I am currently a board member of both the Whitehall Township Historical Preservation Society and The Boarder’s and Stewards of the Monastery based in Philadelphia, PA. I am also a member of the Skippack Historical Society and The Chester County Estate Planning Council.
Outside of the office, I enjoy spending time with family and friends and am always eager to travel to new and exciting places. In my downtime, you’ll often find me reading the Wall Street Journal, watching Formula One racing, and learning new skills to become an amateur golfer. I aim to bring a unique perspective to financial planning and wealth advisory at Milestone Financial. Now that you know a bit about me, I look forward to getting to know you!