Justin McCurdy
CFP®, CDAA
Bridge Financial Planning, LLC
Associate Financial Planner
Justin McCurdy
CFP®, CDAA
Bridge Financial Planning, LLC
Associate Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Justin McCurdy, CFP®, CDAA
Fee-Only financial planner located in Valparaiso, IN, serving clients locally and across the country
Justin McCurdy is a Valparaiso, IN fee-only financial planner serving clients locally and across the country. Bridge Financial Planning, LLC provides comprehensive and objective financial planning and investment management services to help professionals, business owners, retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin McCurdy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello, I’m Justin McCurdy and I'm excited to be part of the team at Bridge Financial Planning!
While studying at the University of Notre Dame I developed a passion for solving complex challenges. Upon graduating, I started my career in financial planning and quickly became enthusiastic about the detailed analytical skills involved, paired with the personal connections developed while serving clients. I became a CFP® professional to increase my knowledge, enabling me to better serve our clients.
I view each person’s financial life as a unique challenge on which I am privileged to advise on potential solutions. I provide unbiased financial advice that gives clarity and confidence to each client as they progress towards their unique goals. I look forward to meeting many of you over the coming months and partnering with you on your financial plans.
On a personal note, my wife Heather and I live in Northwest Indiana (about an hour from Chicago). Heather and I are blessed to be parents of young triplets – 2 sons and 1 daughter. When not spending time with my family, I enjoy spending time in the kitchen – baking, cooking, and making ice cream. In my local community, I volunteer with Meals on Wheels.
Justin McCurdy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Bridge Financial Planning helps busy professionals develop financial strategies to connect today’s realities with goals for the future. With professional guidance you’ll stay in control of your finances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Justin McCurdy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Justin McCurdy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Justin McCurdy is a Certified Digital Asset Advisor (CDAA)Certified Digital Asset Advisors are educated in both the traditional and digital financial world. Advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education. Financial advisors that have completed the CDAA course and passed the exam have demonstrated competency in understanding how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.
Contact Justin McCurdy
Office Locations:
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1917 Garland Circle Drive
Valparaiso, IN 46383
