Justin  Belkin,  CFP<sup>&reg;</sup> - Financial Advisor

Justin Belkin, CFP®

2509 Miles

Financial Boss

100 Terminal Drive
Plainview, NY 11803
FINANCIAL ADVISOR'S WEBSITE
(631) 888-9109 CONNECT WITH Justin
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General

Justin Belkin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Financial Boss in Plainview, NY and the surrounding communities.

Financial Advisor Overview

Welcome to Financial Boss where we help you become the boss of your finances. Financial Boss is dedicated to helping early-to-mid career professionals gain control over their finances with the goal of becoming financially independent. By focusing on maximizing cashflow and investment returns, we help convert your high earnings to long term wealth.

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Financial Advisor Experience

Justin Belkin is a CERTIFIED FINANCIAL PLANNER™ and the lead financial planner at Financial Boss. Justin previously worked directly with clients as a financial advisor at major Wall Street firms like Morgan Stanley and Citigroup. He represented Citigroup Microfinance as a Board Member of the Microfinance Club of New York. Justin taught investments and corporate finance as an adjunct college professor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - PMP

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Investment Management, Employee Benefits, Irregular Income, Getting Married, Real Estate, Job Loss, Startup, Stocks & Bonds, Life Planning, Starting a Family, Personal Taxes

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Helpful Financial Planning Resources