Justin Belkin, MBA, CFP®

Helping Millennials Optimize Cashflow & Retire Early

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Financial Boss Justin Belkin, MBA, CFP®
Plainview, NY

Serving Clients Nationwide

Helping Millennials Optimize Cashflow & Retire Early

1 Certified Advisor Reviews™
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Areas of Focus

  • Budgeting
  • Cash Flow
  • Emergency Savings
  • Employee Benefits
  • Financial Life Planning
  • Getting out of Debt
  • Insurance
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Saving for College
  • Socially Responsible Investing
  • Taxes

About Me

Hi, I’m Justin Belkin, owner and lead financial planner at Financial Boss. We help Millennials optimize their cashflow, align their money with their values, and retire early. I’m a Certified Financial Planner™ (CFP®), former adjunct finance professor, and Oxford graduate with experience in finance, fintech, and software product management. I enjoy finding new ways to integrate technology to better serve my clients. In my free time, I take road trips and game with my kids.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

100 Terminal Drive, Plainview, NY 11803

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Based
  • Fee Only
  • Percentage of Assets Managed
  • Subscription

Offers Investment Management

Yes

About our Firm

Financial Boss is a fee-only financial fiduciary that provides financial planning and investment management advice to mid-career Millennial professionals.

Our team is committed to providing transparent and unbiased advice, tailored to each client’s unique situation and goals. We specialize in optimizing cashflow, aligning money with your values, and retiring 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

To learn more about Financial Boss, how we work, and to get started, visit our website at https://www.financialboss.com/.

Education

UNIVERSITY OF OXFORD, M.B.A.

Volunteer Experience

BABYLON INDUSTRIAL DEVELOPMENT AGENCY, BOARD CO-CHAIRMAN SUFFOLK COOPERATIVE LIBRARY SYSTEM, BOARD MEMBER DEER PARK PUBLIC LIBRARY, BOARD PRESIDENT

Hobbies and Interests

  • Family
  • Motorcycling
  • Reading
  • Traveling
  • Video Games
  • Volunteering
  • Writing

Who We Serve

  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Amazing financial advisor

✅ Wealthtender Certified Advisor Review™
Oct 21, 2024
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
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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