Judith N. Sanborn

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 WDBO AM 580 and FM 96.5.  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), formerly the NASD.

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.

Follow Judith on: