--- title: About description: About Financial Boss | Making managing money fun and easy --- [![Financial Boss Logo](https://www.financialboss.com/hs-fs/hubfs/Financial%20Boss%20Logo%20Words%20Only-Color50px.png?width=436&height=50&name=Financial%20Boss%20Logo%20Words%20Only-Color50px.png "Financial Boss Logo")](https://www.financialboss.com/?hsLang=en) [![Financial Boss Logo](https://www.financialboss.com/hs-fs/hubfs/Financial%20Boss%20Logo%20Words%20Only-Color50px.png?width=436&height=50&name=Financial%20Boss%20Logo%20Words%20Only-Color50px.png "Financial Boss Logo")](https://www.financialboss.com/?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/pricing?hsLang=en)Bonjour [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Learn More](https://www.financialboss.com/about#learn-more)[Choose Boss](https://www.financialboss.com/pricing?hsLang=en) About # Our Purpose, Mission, and Values Financial Boss is a fee-only fiduciary helping tech enthusiasts plan and finance their best life by applying Agile methods to financial planning while personalizing the experience by interacting with chatbots. **Our purpose** is to empower individuals to live meaningful lives. **Our mission** is to remove financial barriers impeding individuals from living a meaningful life by making managing money fun and easy. **Our values** shape our culture and guide our purpose and mission: 1. **Money:** Money touches everything we care about. 2. **Measurement:** You can't manage what you don't measure. 3. **Modeling:** Find someone who has what you want and copy them. 4. **Community:** We live as global citizens sharing a common destiny. 5. **Agency:** You have the power to effect positive change right now. 6. **Play:** Make things fun to reduce barriers and reinforce behavior. 7. **Security: ** Protecting against financial downside creates stability. 8. **Sustainability:** Leave the world better than how you found it. ![jbelkin](https://www.financialboss.com/hs-fs/hubfs/jbelkin.jpg?width=569&height=547&name=jbelkin.jpg) CEO, Founder ## Justin Belkin MBA, CFP®, PMP® Justin started his career as a financial advisor at Morgan Stanley in 2005. He later joined Citigroup where he was recruited for an initiative to serve mass affluent investors. After the sale of Smith Barney during the Great Recession, Justin left to attend the University of Oxford to earn an MBA. He transitioned to corporate strategy after business school while working at a fintech in New York City. That startup would later be sold to Nasdaq, and the CEO would start the first and largest publicly traded bitcoin trust. Justin continued to work as a Project Management Professional (PMP) for Fortune 500 companies, and ultimately became a product manager. Throughout his career, Justin found time to pursue his passion for personal finance. As an adjunct professor and Certified Financial Planner™ (CFP®), he taught courses on Investment Analysis and Entrepreneurial Finance to undergraduate college students and Corporate Finance to MBA students. Financial Boss allows Justin to combine his interests in technology and personal finance to help others make managing money fun and easy. #### More About Us - [Read our blog](https://www.financialboss.com/blog?hsLang=en) ![Yev headshot](https://www.financialboss.com/hs-fs/hubfs/Yev%20headshot.jpg?width=2138&height=2170&name=Yev%20headshot.jpg) Data Scientist # Yev Guyduy Justin started his career as a financial advisor at Morgan Stanley in 2005. He later joined Citigroup where he was recruited for an initiative to serve mass affluent investors. After the sale of Smith Barney during the Great Recession, Justin left to attend the University of Oxford to earn an MBA. He transitioned to corporate strategy after business school while working at a fintech in New York City. That startup would later be sold to Nasdaq, and the CEO would start the first and largest publicly traded bitcoin trust. Justin continued to work as a Project Management Professional (PMP) for Fortune 500 companies, and ultimately became a product manager. Throughout his career, Justin found time to pursue his passion for personal finance. As an adjunct professor and Certified Financial Planner™ (CFP®), he taught courses on Investment Analysis and Entrepreneurial Finance to undergraduate college students, and Corporate Finance to MBA students. Financial Boss allows Justin to combine his interests in technology and personal finance to help others make managing money fun and easy. #### More About Us - Meet the team - Read our blog # Subscribe to updates Stay up to date with the latest marketing, sales, and financial tips and news. - [Privacy Policy](https://www.financialboss.com/privacy-policy?hsLang=en) - [Disclaimer](https://www.financialboss.com/disclaimer?hsLang=en) - [Form ADV Part 2A and 2B](https://adviserinfo.sec.gov/firm/summary/319060) - [Contact](mailto:support@financialboss.com) © Copyright 2026 **Financial Boss Advisors LLC** Financial Boss Advisors LLC is an Investment Adviser offering services in New York and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals or objectives. 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