Justin Weidenfeld
Financial Life Planner
IronBridge Wealth Counsel
5513 N Military Trl
Apt 703
Boca Raton, FL 33496
United States
Phone: 646-801-8999
Email: justin.weidenfeld@ironbridgewc.com
Website: https://www.ironbridgewc.com/team/justin-weidenfeld
Training: Active Registered Life Planner® more info
Sudden Loss / Sudden Wealth, Life Transition, Windfall Management, Generational Wealth Transfer, Succession Planning, Complex Family Dynamics, Engagement & Marriage, 1st Child / 1st Home, and Family Legacy & Planned Giving Conversations
About My Practice
Our mission at IronBridge Wealth Counsel is to create a positive multigenerational impact on our colleagues, clients, and communities. Everything we do - the planning and advice work, as well as our people are guided by a desire to always be these three core characteristics: Ethical, Intellectually Curious, and Benevolent. IronBridge is a national ensemble financial planning focused firm with advisors in 20 different states and clients in all 50 states. Instead of being specialists in a specific product, we specialize in the types of clients we serve.
About Justin Weidenfeld
My financial planning journey started when I got the call that no one ever wants. When I was 21 years old, my dad died suddenly from a heart attack. As the oldest child, I had to become my family's financial leader and make many complex financial decisions that I felt ill-prepared to make. I kept thinking, “Why wasn’t financial literacy taught in school?” Since that triggering event, I have made it my mission to ensure no family has to navigate financial uncertainties alone. My clients work with me because they get a plan and a partner who guides them to live an intentional life and make every moment count. When I’m not working with clients I volunteer as the Georgia Boys Program Director with Experience Camps, an award-winning national nonprofit provides summer camp programs and yearlong initiatives that transform the lives of grieving kids forever.
Ideal Clients
My ideal clients are typically growing families or someone who has experienced a close family loss. Their ages typically range between 25-45. As part of the Sandwich Generation, they find themselves balancing the demands of raising children and caring for aging parents. As they are reaching their peak earning years, they also have substantial responsibilities both at work and at home. They are seeking a guide to allow them to take a step back from their fast-paced daily life to ensure their money aligns with their most-fulfilled life and they are truly making the most of the time they have on this earth.
Qualifications
They are ethical, intellectually curious, and benevolent. My practice is located in Boca Raton, Florida but I have the capacity to meet with clients across the country over Zoom.
Compensation
Working with me requires an investment of a flat fee retainer that can be charged annually or monthly. If the plan permits, there may be financial products that we implement together on your behalf that have compensation tied to those products. I pride myself on transparency; you will know what you are paying before you pay it. I am affiliated with Osaic Wealth Inc and am securities and insurance licensed.
Industry Start Date
2019
IronBridge Wealth Counsel
5513 N Military Trl
Apt 703
Boca Raton, FL 33496
United States
Phone: 646-801-8999
Email: justin.weidenfeld@ironbridgewc.com
Website: https://www.ironbridgewc.com/team/justin-weidenfeld
Training: Active Registered Life Planner® more info
Guiding families through major life events so they can do what they love with the people they love and not let money stand in their way.
SpecialtiesSudden Loss / Sudden Wealth, Life Transition, Windfall Management, Generational Wealth Transfer, Succession Planning, Complex Family Dynamics, Engagement & Marriage, 1st Child / 1st Home, and Family Legacy & Planned Giving Conversations
About My Practice
Our mission at IronBridge Wealth Counsel is to create a positive multigenerational impact on our colleagues, clients, and communities. Everything we do - the planning and advice work, as well as our people are guided by a desire to always be these three core characteristics: Ethical, Intellectually Curious, and Benevolent. IronBridge is a national ensemble financial planning focused firm with advisors in 20 different states and clients in all 50 states. Instead of being specialists in a specific product, we specialize in the types of clients we serve.
About Justin Weidenfeld
My financial planning journey started when I got the call that no one ever wants. When I was 21 years old, my dad died suddenly from a heart attack. As the oldest child, I had to become my family's financial leader and make many complex financial decisions that I felt ill-prepared to make. I kept thinking, “Why wasn’t financial literacy taught in school?” Since that triggering event, I have made it my mission to ensure no family has to navigate financial uncertainties alone. My clients work with me because they get a plan and a partner who guides them to live an intentional life and make every moment count. When I’m not working with clients I volunteer as the Georgia Boys Program Director with Experience Camps, an award-winning national nonprofit provides summer camp programs and yearlong initiatives that transform the lives of grieving kids forever.
Ideal Clients
My ideal clients are typically growing families or someone who has experienced a close family loss. Their ages typically range between 25-45. As part of the Sandwich Generation, they find themselves balancing the demands of raising children and caring for aging parents. As they are reaching their peak earning years, they also have substantial responsibilities both at work and at home. They are seeking a guide to allow them to take a step back from their fast-paced daily life to ensure their money aligns with their most-fulfilled life and they are truly making the most of the time they have on this earth.
Qualifications
They are ethical, intellectually curious, and benevolent. My practice is located in Boca Raton, Florida but I have the capacity to meet with clients across the country over Zoom.
Compensation
Working with me requires an investment of a flat fee retainer that can be charged annually or monthly. If the plan permits, there may be financial products that we implement together on your behalf that have compensation tied to those products. I pride myself on transparency; you will know what you are paying before you pay it. I am affiliated with Osaic Wealth Inc and am securities and insurance licensed.
Industry Start Date
2019