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 Advisory Representative of Certified Advisory Corp, a Registered Investment Advisor, and a Registered Representative of Maitland Securities, Inc. and 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 News 96.5 FM 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 the Financial Industry Regulatory Authority (FINRA).
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.
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.