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Justin Belkin (CFP®, MBA, PMP)

Justin Belkin focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Additional Information

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.

NAPFA Start Date

March 21, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

100 Terminal Drive Plainview, NY 11803 Phone: +1 (631) 888-9109
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