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:
- Money: Money touches everything we care about.
- Measurement: You can't manage what you don't measure.
- Modeling: Find someone who has what you want and copy them.
- Community: We live as global citizens sharing a common destiny.
- Agency: You have the power to effect positive change right now.
- Play: Make things fun to reduce barriers and reinforce behavior.
- Security: Protecting against financial downside creates stability.
- Sustainability: Leave the world better than how you found it.
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
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.