Justin Budnick
Wealth Manager Serving Physicians, Dentists, Affluent Individuals
- Role
- President at Budnick Capital Llc
- Location
- West Hartford, CT, US
- LinkedIn followers
- 500 followers
About Justin Budnick
Justin E. Budnick founded Budnick Capital LLC, a firm dedicated to financial planning for physicians and dentists. Justin fully understands the myriad and complex challenges you face, from the changing economic landscape of our time … to the emerging innovations in your field … to the dedication and commitment you have for your patients. You have little additional time to monitor your personal financial situations let alone keep up with arcane and changing financial rules and regulations.Justin offers customized, comprehensive and collaborative financial planning services with the physician and dentist in mind: “I want my clients focusing their passion and energy on their personal life, their practice and their leisure and not on the added burden of growing or protecting their wealth. We work together as partners: their job is to define their personal and profession goals and my job is to help them define and implement a plan that will get them there.”Justin is a frequent speaker at residency programs, physician associations, and medical societies around the country on topics related to financial education for medical professionals. He resides in West Hartford, CT and holds his Series 7, Series 66, and Life and Health registrations. Justin is a Registered Representative and Financial Advisor of Osaic Wealth, Inc.Working in partnership with Osaic Wealth, we are proud to offer a full suite of investment solutions, including professional portfolio management, portfolio guidance and a wide range of brokerage serviceSecurities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment advisory services offered through Budnick Capital LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Please see website for full disclosures.
Experience
President
May 2019 — Present · West Hartford, CT, US
Financial Advisor for Physicians, Dentists, and High Net Worth Individuals. BudnickCapital.com
Skills
- Public Speaking
- Small Business
- Strategic Planning
- Insurance
- Risk Management
- Team Building
- Training
- Negotiation
- Marketing
- New Business Development
- Sales
- Policy
- Social Networking
- Leadership
- Public Relations
- Customer Service
- Management
- Budget
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