Judith Sanborn

Judith Sanborn

CFP®, AIF®
Phone: (407) 869-9800
Fax: (407) 869-9700
Toll Free: (800) 393-9900
E-mail: Judith@FinancialGroup.com

Judith Sanborn, CFP®, AIF® has been in the financial services field since 1985. She provides extensive financial planning services, which include estate planning, pre- and post-retirement planning, and investment management. Judith has earned the Accredited Investment Fiduciary® (AIF®) professional designation and has received formal training in investment fiduciary responsibility. Since 2007, she has been an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of TransAm Securities, Inc.

Judith is a regular co-host of the On The Money radio show, which airs every Saturday at 9:00 a.m. on FM 96.5 News/Talk WDBO. Her professional licenses and registrations also include: State of Florida Life and Health Insurance and Variable Annuities license and a Series 7, 63 and 65 with FINRA (Financial Industry Regulatory Authority).

Judith is a native of Central Florida. She has a Bachelors degree from Florida State University and a Masters degree in Psychology from University of Central Florida.

Mission Statement

I will work to help you identify and achieve your most important financial goals, specifically:

  • Accumulating sufficient wealth to reach your long-term financial and retirement goals and objectives.
  • Structuring investment portfolios for adequate, sustainable income for retirement.
  • Protecting your family and your hard-earned assets through strategic tax planning, investment planning, and risk management.
  • Passing your estate to your heirs in an orderly and tax efficient manner.

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Judith Sanborn

*SEC registration does not constitute an endorsement of the firm.

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