💸 Justin CFP® - Financial Boss for Millennials

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It’s free, with no obligation to book

Introduction

Hi, I’m Justin Belkin, owner and lead financial planner at Financial Boss 💸. I’m a Certified Financial Planner™ (CFP®), former adjunct finance professor, and Oxford graduate with experience in finance, fintech, and software product management. Financial Boss is a fee-only financial fiduciary that provides financial planning and investment management advice to mid-career Millennial professionals for a monthly subscription fee. We specialize in helping clients optimize their cashflow, align their money with their values, and retire early. You may be a good candidate to work with us if you match the profile of our typical client who has little time to manage the increasing complexity of their financial life: ✅ You are in your 30's or 40's ✅ You are married or about to be engaged ✅ Your combined annual household income is $180,000+ ✅ You have young children or are expecting ✅ You own a home or are looking to buy one

Overview

Serves Plainview, NY

Background checked

License verified

1 employee

2 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, Stripe, Venmo, and Zelle.

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

5.0

1 review

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Abiola A.

4 weeks ago

Amazing financial advisor!!! Justin is a wonderful and very clear financial advisor. He has helped me clearly articulate my financial goals and ensure that I have the right steps needed to achieve it.

Credentials

License

License Type: Investment Adviser Firm (NY)

License verified on 10/24/2024

Background Check

Justin Belkin

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
At Financial Boss, get financial planning and investment management for $300/month—no upfront fees, and you can cancel anytime with a month’s notice! 🌟 We charge 0.75% on assets we directly manage, but waive the fee for $500K+ in managed assets. Check out our high-yield savings at financialboss.com.
What is your typical process for working with a new customer?
We start by listening! 💡 After a quick survey and intro call, we connect your accounts to create a custom budget. Then, we dive into life planning with George Kinder’s 3 questions to prioritize your goals. Each month, we’ll cover themes like savings, debt reduction, and tax planning.
What education and/or training do you have that relates to your work?
I’m a Certified Financial Planner™ (CFP®) and Oxford grad with a background in finance, tech, and project management (PMP® & CSM®). 💼 My tech-savvy approach helps me apply the latest tools to serve clients better, treating each financial issue as a mini-project for success!