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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 SagePoint Financial Inc.

Justin graduated from Roger Williams University, Cum Laude, with a degree in Marketing and a concentration in International Studies. He presented research on European Union economic policy at the Eastern Academy of Management International Conference in Amsterdam, Netherlands and studied at both the Instituto Rucellai in Florence, Italy and the Universidad Autónoma de Guadalajara in Mexico. While in Mexico, he tutored children from a local barrio and translated an education foundation web site into English. Justin enjoys tennis, golf and the challenge of maintaining a green and weed-free lawn.

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.


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