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About Friedman Financial

How We Work

How We Work

At Friedman Financial, we understand that a common concern among people that want to focus on their financial future is that they just want to feel empowered. While acknowledging that goal is an excellent first step towards planning for success, some people don’t have a clear idea about how to manage their assets, or even where to start. Over the years, we have found that our approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. Our primary purpose is to help you figure out and consistently develop a financial strategy that can pursue that feeling of financial independence.

A Financial Plan Perfectly Tailored To You

We acknowledge that no single strategy fits everyone, which is why each of our clients gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a plan to address your financial goals and objectives by using the most efficient methods available. We recognize that everyone encounters challenges along the way and we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you!

Our approach adds perspective to all that we do at Friedman Financial. We believe that it provides increased benefits to our clients.

Meet Our Team

Justin M. Friedman, CFP®, AWMA®, CPFA®

 

LPL Financial Advisor

(203) 780-7013

(203) 780-7013

justin.friedman@lpl.com

I specialize in cash flow analysis, risk management, investment planning, tax-efficient wealth strategies, and estate planning for clients from all walks of life. Over the period of my experience in the financial services industry, I have realized that many people’s financial goals are, in fact, quite similar – they include a comfortable retirement, a child’s education, pursuing leisure interests, or passing wealth on to heirs. While the goals may be similar, though, I believe that the financial planning process must be personalized, because income, discipline, risk tolerance, commitments, and family structure vary greatly from client to client. I strive to get to know each of my clients closely and personally so that I can better understand their individual goals and needs and tailor their financial plan to fit their circumstances.

Prior to founding Friedman Financial, I served as a financial advisor for LPL Financial because of a merger between the company and the previous firm that I worked at, Waddell & Reed, a position that I held since 2013. Throughout the course of my career as a financial advisor, I have earned the Accredited Wealth Management Advisor designation conferred by the College for Financial Planning, a designation that is highly regarded in the industry and bestowed upon experienced advisors who have a commitment to continuing education and training. I have also obtained the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. I graduated from Fairfield University in 2013 with a bachelor’s degree in finance from the Dolan School of Business.

I work hard every day to deliver a world-class experience to each of my clients while providing easy-to-understand financial recommendations and assisting with the implementation of a tailored financial plan. Although I am a Hoboken, New Jersey native, I currently live in Shelton, Connecticut. When I am not servicing my clients for a better financial future, you can find me cooking, exercising, golfing, and spending time with my family.