Ashley Vaccaro

Welcome to Financial Boss where we help you become the boss of your finances. Financial Boss is dedicated to helping early-to-mid career professionals gain control over their finances with the goal of becoming financially independent. By focusing on maximizing cashflow and investment returns, we help convert your high earnings to long term wealth. Justin Belkin is a CERTIFIED FINANCIAL PLANNER® and the lead financial planner at Financial Boss. Justin is an Enrolled Agent (IRS-licensed tax professional) and previously worked as a financial advisor at major Wall Street firms like Morgan Stanley and Citigroup. He represented Citigroup Microfinance as a Board Member of the Microfinance Club of New York. Justin also taught investments as a college professor. Justin also draws on his corporate experience working as a Project Management Professional (PMP)® and software product manager at a Fortune 500 company by making the process of planning and achieving your financial goals easy and stress-free. He earned an MBA from the University of Oxford. Financial Boss would like to help you become the boss of your finances. If you would like to learn more, then please visit our website using the link above, or click on the “Contact this advisor” button.

I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on other life goals. I've taken my years of experience working for myself and deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront. With the ability to work with families, professionals, therapists and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes: • Cash Flow Management • Goal Development • Ongoing Tax Optimization • Tax Filing • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning I'm a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University. I work out of United Financial Planning Group, based in Hauppauge, NY while I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for my children.

Edward Blatz is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with high net-worth families and closely-held businesses, focusing on estate and wealth management strategies. Edward partners closely with clients’ tax advisors and estate planning attorneys to provide a comprehensive approach to managing both financial and personal aspects of their lives. His services include performance assessment, personalized guidance, and periodic reviews to help clients progress toward their individual financial goals. Edward joined Merrill Lynch Wealth Management in 1985 and has over 40 years of experience developing tailored financial solutions that consider clients’ risk tolerance, time horizon, liquidity needs, and investment objectives. His areas of expertise encompass college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management, managing new wealth, investment strategies, and retirement income. Edward holds a Bachelor’s Degree from Adelphi University and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward is also a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, he has personal interests in golfing, reading, and tennis.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.