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Judy was born and raised in the Bay Area, where her passion for finance began at a young age while shadowing her grandfather, a dedicated bank associate. This early exposure sparked her love for numbers and guided her toward a career in financial advising.

Judy earned dual Bachelor's Degrees from the University of California, Santa Cruz, in Business Management Economics and Psychology. These fields of study provided her with a deep understanding of financial principles and consumer behavior, which she skillfully combines to serve her clients.

To further hone her experience, Judy spent a summer abroad at the University of Oxford, studying Behavioral Economics. This experience enriched her knowledge and enhanced her ability to address the unique needs of her clients. Judy believes that trust and clear communication are the cornerstones of successful investment planning, and she is committed to helping her clients achieve their financial goals with care and precision.

When she's not assisting clients, Judy loves to travel and makes it a point to explore new destinations at least once a year. She also enjoys spending time with family and friends, whether hosting gatherings or hiking in nature.

ABOUT

 

 

Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies

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   © 2021 LA Pension Planners

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