Judith Mohr is a CERTIFIED FINANCIAL PLANNER® professional and independent financial advisor. She helps women and couples conquer financial anxiety, gain control of their finances, and step into their future with confidence + clarity. The majority of people she works with are near or already in retirement and want a financial fiduciary to help them make well informed decisions about their personal finances.
"My goal is to help you arrive at the place where you know your financial house is in order and your assets are aligned to support the people and things in life that are most important to you."
Judith provides consultation services in the areas of financial planning, social security and income distribution strategies, and tax minimization. She also assists her clients with managing investments, insurance planning, and long-term care strategies.
Judith holds her series 7, 63, and 65 securities licenses and insurance licenses for Life/Health & Accident, Disability, and Long-Term Care. She earned her bachelor's degree from Texas Christian University and her CFP® designation from the College for Financial Planning in Denver, Colorado.