💸 Justin CFP® - Financial Boss for Millennials

Licensed

$350

Starting price

Responds in about 2 hours

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About

Justin Belkin is a CERTIFIED FINANCIAL PLANNER™ and the lead financial planner at Financial Boss. He is an Enrolled Agent (IRS-licensed tax professional) and previously worked as a financial advisor at Morgan Stanley. Justin taught as a finance professor. 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

4 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.

Credentials

License verified

Investment Adviser Firm

License state: NY

Background checked

Passed by Justin Belkin on Oct 22, 2024.

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

My customers travel to me

I work remotely (phone or internet)

Reviews

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

5.0

1 review

5

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Abiola A.

Oct 22, 2024

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.

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
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!