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.
Learn More: https://judycarlson.com
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Eunicia Peret CEO of The Empowered Financial Planner Discussing Exit Planning for Business Owners - March 22, 2023
- Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Her Book “Win The Listing” - March 22, 2023
- Episode #40-Credit Scores-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - March 21, 2023