Broker Check
Justin M. Friedman, AWMA®, CPFA™ 

Justin M. Friedman, AWMA®, CPFA™

 

LPL Financial Advisor

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.