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.

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.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Russo Rosenstein Group since 2014. She works with high-net-worth and ultra-high-net-worth clients across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively involved in the planning stage of each client relationship, aiming to make the process engaging and stress-free while focusing on streamlined communication and thoughtful financial strategies. She leads client meetings, coordinates with specialists, and organizes seminars and webinars to support her clients' goals. Ashley holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor® (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is affiliated with the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs and mentors college students interested in the financial industry. She has also hosted virtual events with Together We Rise to support foster children through the Long Island Women's Exchange. Ashley resides in Babylon and enjoys playing golf, hiking, working out, and reading.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Michele Pasqualina is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. She has extensive experience in wealth management, having served in senior advisory positions at several financial institutions over the past decade. Her previous roles include Vice President, Senior Wealth Advisor at Hightower Advisors from 2023 to 2024, Vice President, Senior Portfolio Advisor at Merrill Lynch from 2018 to 2023, Vice President, Private Client Advisor at JP Morgan from 2016 to 2018, and Financial Advisor at Morgan Stanley from 2012 to 2016. Michele partners with clients and their families as a primary trusted advisor to develop comprehensive and personalized financial planning strategies. She and her team support clients through all stages of wealth management, including account opening, funding, and navigating complex financial decisions. Outside of her professional work, Michele has interests in art, food, kayaking, Pilates, traveling, and volunteering.

Brendan Rorke is a Financial Consultant currently working at Fidelity Investments since 2023. He has previously served as a Financial Advisor at Merrill Lynch from 2020 to 2023 and as a Relationship Manager at Bank of America from 2018 to 2020. Brendan focuses on developing concrete, actionable, and sustainable financial plans tailored to individual clients and their families. His expertise includes retirement planning, income and wealth planning, and providing general financial guidance. Brendan aims to build long-lasting relationships with his clients to help them stay on track while pursuing their financial goals.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Frank Aimetti serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 45 years of experience in the financial services industry. Throughout his career, he has focused on education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income strategies. His expertise includes tax-free income, retirement planning and administration, and wealth accumulation. Frank holds a Bachelor's degree in Business Administration from Long Island University. He is also a Personal Investment Advisor (PIA) and currently holds the position of Vice President at Merrill Lynch. Outside of his professional responsibilities, Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and practicing yoga.

Zuo Jia Black is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth and retirement planning. She provides tailored financial strategies to local business owners and executives, focusing on personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. With over 15 years of experience in financial services, Zuo Jia has expertise spanning banking, financial solutions advice, investment, and wealth planning. She holds a Bachelor's Degree from Tianjin Foreign Language School and maintains several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Zuo Jia is fluent in English and Mandarin Chinese. Outside of her professional work, Zuo Jia enjoys boxing, cooking, photography, singing, traveling, yoga, and spending time with her family.