Focus: Insurance Strategies, Investment Strategies, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Business Owners, Retirement Income Planning, Financial Education
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 distils down the complexities of the financial universe into understandable terms, 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 his deep understanding of investments and business strategy as his current concentration.
Judah works with a wide variety of clients, from early career tech employees analyzing their compensation packages, to business owners planning for succession.
As a Seattle native, Judah grew up in the mountains and on the water, where he still spends the majority of his spare time. 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. Since becoming an advisor in 2013, Judah has been nationally recognized for stellar client service and business production every single year. Continually motivated to broaden the spectrum of services he can provide clients, Judah became the youngest Investment Advisor Representative in his firm. Judah attributes his success directly to constant education and building a practice and team that puts their clients’ needs above all else.
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600 108th Avenue NE, Suite 320
Bellevue, WA 98004