Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.
Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Learn More- https://judycarlson.com
Recent episodes from Mike Saunders, MBA (see all)
- Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Private Banking - December 5, 2022
- Interview with Rob Ferguson, Founder & Advisor with Ferguson Alliance – Family Business Exit Planning - December 5, 2022
- Ep. #40-Mental Health talk with Miss TriCities, WA–Tavia Morse-Salvadalena, Functional Nutritional Practitioner - December 5, 2022