Meet Our Summer Intern

Please virtually meet Justin Horowitz, our part-time summer 2021 intern from the University of South Florida’s Personal Financial Planning program. Justin is a senior. He has a passion and curiosity for helping people with finance, for understanding the psychology of money, and for being a terrific big bro to his 16-year-old little bro. I have had the pleasure of serving as Justin’s mentor since fall of 2020.

Justin will be helping out with client meetings, dotting i’s and crossing t’s behind the scenes, asking his usual insightful questions, and putting his hard-earned knowledge to real-world work. He’ll also embark on a research project which will help us continue to stay on top of current financial happenings. And, bonus, he’s a personal finance blogger. You can check out more about Justin and his blog, “Just Planning,” on his LinkedIn page:

What’s your best advice for a summer intern? How do you think they can make the most of their experience? What’s your best advice for an intern’s employer? How can the employer make the most of the internship experience?

Want to schedule a phone call? Use our easy-peasy scheduler for 30-minute phone calls at:

Holly Donaldson

Holly Donaldson, CFP® runs an hourly and fee-for-service financial planning practice virtually from her Tampa Bay, Florida office. She also works with clients throughout the U.S. (except Texas) interested in retirement and tax planning advice without product sales or investment management. Holly is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing, 2013) and publisher of the award-winning monthly e-letter, "The View From the Porch."

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