Justin Friedman, CFP®, AWMA®, CPFA®

Justin Friedman, CFP®, AWMA®, CPFA®, is a dedicated financial advisor with 12 years of experience in the industry. Growing up in Bergen County, NJ, Justin developed a passion for investing early in high school, thanks to a family member who introduced him to the world of stocks. This early exposure led him to become the President of the Stock Market Club in high school. He pursued his interest further by earning his degree from Fairfield University.

Justin's career began as an intern at Merrill Lynch in New York City, where he fell in love with the financial advisory business. He started his practice directly out of college in 2013 at Waddell & Reed, which was later acquired by LPL in 2020/2021. His dedication and expertise earned him a firm-level achievement in his first year.

At Friedman Financial, Justin focuses on six key areas of financial planning: cash flow planning, insurance planning (life, health, disability, Medicare, long-term care), investment planning (asset allocation), tax planning (tax return reviews, asset location), tax-efficient retirement planning, and legacy planning. What sets Justin apart is his specialized focus on tax-efficient retirement planning, ensuring his clients maximize their financial benefits while minimizing tax liabilities.

Justin's passion for financial advising stems from his early exposure to investments and the profound impact financial advisors can have on their clients' lives. He is driven by the desire to make a difference and help clients achieve their financial goals. He takes pride in delivering white-glove service and being a part of his clients' life journeys. Justin finds it fulfilling when clients leave meetings feeling less anxious, more clear about their direction, and excited about their next chapter. His client-first business model ensures that their goals are always at the forefront.

Outside of work, Justin enjoys a balanced life, with favorite activities including trying new restaurants, traveling, playing golf, and spending time with friends and family. He currently resides in Shelton, CT.

When clients work with Justin, they can expect a warm welcome, thorough education, and a collaborative discussion about their values, background, financial goals, and objectives. He will guide them through the financial planning process, from understanding their current circumstances to implementing and monitoring their financial plans. Justin ensures that both he and his clients are a good fit and that he can add significant value to their financial situation.