Justin Belkin
Financial Planner, CFP®
Justin Belkin is a Certified Financial Planner™ (CFP®), former adjunct finance professor, and Oxford graduate. He left his career as a software product manager where he was a Project Management Professional (PMP)® and Certified ScrumMaster (CSM)® professional to return to his roots teaching, learning, and helping others with their finances.
Prior to working in software development, Justin worked as a financial advisor where he was licensed as a FINRA Registered Principal for Wall Street firms like Citigroup Smith Barney and Morgan Stanley. He supports microfinance initiatives and at one point represented Citigroup Microfinance on the board for the Microfinance Club of New York.
Justin worked at the fintech SecondMarket whose CEO later founded the first Bitcoin Trust. He is an early adopter of new technology and enjoys finding new ways to involve AGI into Financial Boss to help make managing money for millennials fun and easy.
He lives in New York with his wife and two school-aged children. He plans to travel to all 50 states with them before his oldest child goes to college. He enjoys solving shrines on Zelda’s BOTW and TOTK and recently learned how to make an epoxy river table for his YouTube studio.