Financial Planner
Current
Sep 2022 - Present
AeroLeads people directory · profile
Justin Mccurdy, Cfp® Email & Phone Number
Financial Planning for Today's Professionals
at
Bridge Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning for Today's Professionals
Location
Valparaiso, Indiana, United States
Who is Justin Mccurdy, Cfp®? Overview
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Quick answer
Justin Mccurdy, Cfp® is listed as Financial Planning for Today's Professionals at Bridge Financial Planning, based in Valparaiso, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Justin Mccurdy, Cfp®.
Justin Mccurdy, Cfp® previously worked as Financial Planner at Bridge Financial Planning and Wealth Advisor at Hightower Great Lakes. Justin Mccurdy, Cfp® holds Bachelor’S Degree, Managment Consulting And Economics from University Of Notre Dame.
Company email context
Email format at Bridge Financial Planning
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Bridge Financial Planning
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Profile bio
About Justin Mccurdy, Cfp®
Justin Mccurdy, Cfp® is a Financial Planning for Today's Professionals at Bridge Financial Planning.
Current workplace
Justin Mccurdy, Cfp®'s current company
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5 roles
Justin Mccurdy, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Jan 2021 - Sep 2022
Client Service Associate
Jun 2018 - Dec 2020
President
The Shirt Project
- Grew the 28-year tradition of creating the largest selling piece of collegiate apparel, unveiling the finalproduct, selling over 150,000 units, and raising over $750,000 for the Notre Dame student body.
- Increased student attendance at the unveiling ceremony to 1,000 and began tracking attendance.
- Collaborated closely with our chosen vendor, the bookstore manager, the Notre Dame LicensingDepartment, and administrators to negotiate prices and receive design approval.
- Developed an application for new committee members and conducted 30 interviews to select 15 newproject members for design, marketing, and event planning roles.
- Revised the distribution of funds to allocate $100,000 more annually to underprivileged students.
May 2016 - Jan 2018
Data And It Intern
- Improved the GiftWorks donor database by merging duplicates, eliminating the syncing that createdduplicates, removing non-donors, and clearing the backlog of thank you letters.
- Created updated forms to streamline data collection and entry to Salesforce.
- Completed a consulting project and recommended a new CRM software and strategy.
Jun 2017 - Aug 2017
1 education record
Justin Mccurdy, Cfp® education
-
University Of Notre Dame
FAQ
Frequently asked questions about Justin Mccurdy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Justin Mccurdy, Cfp® work for?
Justin Mccurdy, Cfp® works for Bridge Financial Planning.
What is Justin Mccurdy, Cfp®'s role at Bridge Financial Planning?
Justin Mccurdy, Cfp® is listed as Financial Planning for Today's Professionals at Bridge Financial Planning.
Where is Justin Mccurdy, Cfp® based?
Justin Mccurdy, Cfp® is based in Valparaiso, Indiana, United States while working with Bridge Financial Planning.
What companies has Justin Mccurdy, Cfp® worked for?
Justin Mccurdy, Cfp® has worked for Bridge Financial Planning, Hightower Great Lakes, The Shirt Project, and Riverbend Cancer Services.
How can I contact Justin Mccurdy, Cfp®?
You can use AeroLeads to view verified contact signals for Justin Mccurdy, Cfp® at Bridge Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Justin Mccurdy, Cfp® attend?
Justin Mccurdy, Cfp® holds Bachelor’S Degree, Managment Consulting And Economics from University Of Notre Dame.
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