Judd began his professional career with a background in accounting and audit at the Laventhol & Horwath CPA firm in 1980, and subsequently at ABC Television. He obtained his CPA license in Ohio in 1982 and then in California in 1992, although he is not currently a practicing CPA. Upon moving to California, Judd began his career as a Financial Advisor with E.F. Hutton in Pasadena, CA in 1982.

Judd has been with Wells Fargo Advisors since 2010, and is part of a select group of advisors that are qualified to be in the Private Investment Management Program. As a  PIM portfolio manager, Judd is able to manage custom portfolios for clients on a discretionary basis. Judd focuses on understanding each client’s risk tolerance and goals, in order to create an investment allocation that is tailored to each client’s personal situation. He is focused on regularly staying in touch with our clients to review investment results and financial plans, as well as make recommendations for changes when the need arises.

Judd recognizes that producing cash flows within an investment portfolio is an important part of helping to stabilize portfolio returns, and can provide income for those who are retired. Dividend income from stocks, real estate investment trusts, mutual funds, exchange traded funds and bonds may be used to provide monthly distributions to supplement the outside income sources of our clients.

In his free time, Judd enjoys golfing with his wife Mary, playing guitar and spending time with his children and grandchildren. He currently resides in Laguna Niguel, CA.

CA Insurance License Number: 0A11998. Resident State (CA)

As a Financial Professional with almost 50 years of business and investment experience, Bob brings a wealth of experience to our clients. Bob received his Bachelor of Science degree in Accounting in 1968 and went on to receive a Masters of Science degree in Business Education in 1972. After teaching math in the New York City school system for four years, he joined the CPA firm of Shubert, Silver, and Rosen, PC, and in 1985 became a partner. In 1988, he changed careers and began working for PaineWebber/UBS, and in 2010 joined Wells Fargo Advisors.

Bob uses his background in taxes, accounting, estates, and trusts for the benefit of all of our clients. His mission is to provide each client with timely financial advice and guidance, with the highest level of professional integrity. His CPA Licenses in New York and California are on inactive status.

Throughout the years, Bob has become a specialist in all financial matters, but preferred stocks and bonds are a key expertise he brings to our team. These investments produce a high level of dividend income within portfolios, and can be great additions to a diversified investment allocation.

CA Insurance License Number 0754449. Resident State: CA

Jordan earned his Bachelor's degree in Business from the California Polytechnic University of San Luis Obispo in 2012. Prior to joining Wells Fargo Advisors in 2017, Jordan gain valuable financial experience through working as an Insurance Producer for Farmers Insurance and District Manager for ADP, Inc. During his time with ADP, Jordan partnered with CPA’s to assist their clients with tailored solutions for their small businesses payroll, human capital, and retirement plan needs.

Upon joining Wells Fargo Advisors, Jordan was a Financial Relationship Advisor where he passed his series 7 and 66 exams to become a registered advisor. During his time in this position, Jordan worked with many senior financial advisors in our Newport Beach office to improve the management of their client base, while also managing his own clients. This valuable experience led him to join the Frank-Rosenberg Financial Consulting group at Wells Fargo Advisors in 2019 as a Financial Advisor.

Jordan contributes to the team by helping clients create written investment plans through our Envision process. This plan allows clients to see their full financial picture in a single document, and helps guide our team’s advice on their investment portfolios.

Outside of the office, Jordan spends much of his time with his wife Mili, and sons Luka and Mateo. They use their time to explore the outdoors and travel whenever possible. Jordan’s main hobby is surfing and his favorite local wave is Trestles in San Clemente, CA.

CA Insurance Number: 0I38868