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Judah has a philosophy that every aspect of a financial plan should work in harmony to achieve optimization. Through his consultative approach, he helps clients understand their deficiencies and celebrate their accomplishments. Judah distills the complexities of the financial universe into simple, understandable, and actionable steps. He brings a well-rounded knowledge base from his early career focused on Life, Disability Income, and Long Term Care insurance,to a deep understanding of his current concentration in investments and business strategy.
Judah works with a wide variety of clients, from early career tech employees analyzing their compensation packages, to business owners planning for succession. Judah is an entrepreneur at heart, fueled by his tireless energy and a passion for educating and uplifting his community.
As a Seattle native, Judah grew up in the mountains and on the water; in his spare time you can still find him snowboarding in the winter or boating in the summer regardless of temperature. He graduated from Western Washington University with a degree in Finance, Economics and International Business. While in college, he worked with several startups, launched a non-profit organization, and kick-started his own career in the financial services industry.
After quickly gaining national recognition and, more importantly, experiencing the positive impact of his work, he decided to focus his energy solely on building a financial planning practice and team that puts their clients’ needs above all else.
CA Insurance Lic #0M30442
I am licensed and registered to offer products and services in WA. Licenses and registrations will vary. Domiciled in WA.
Check the background of this investment professional on FINRA’s BrokerCheck