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 staying in touch with our clients to review investment results and 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)

For over three decades, Gerald has helped clients create and preserve wealth, and plan for the future. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning services my clients deserve. He began his career as a Financial Advisor with Shearson Lehman/Smith Barney, where he developed his fundamental investment knowledge. Gerald spent 12 years working at PaineWebber/UBS, and in 2007 joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In order to further his education, Gerald obtained the CERTIFIED FINANCIAL PLANNER® certification by completing the required course work and rigorous examination. Prior to becoming a Financial Advisor, he held various sales and marketing positions in the corporate world and spent 14 years as a franchisee in the fast-food business, where Gerald opened and operated five restaurants. He became intrigued by the diversity, dynamics, impact, and challenges of the financial world and turned to the financial services industry. Because of Gerald’s diverse background, he enjoys working with individuals from the corporate world, as well as entrepreneurs and other professionals. Gerald enjoys sports, having water-skied for many years, and is a fan of football and baseball, with the distinction of attending the first Dodgers game in Los Angeles. He also enjoys wine tasting and collecting, reading, physical fitness, and being active with his family. He also loves to travel with his wife Blanche.

Robert began his financial career in 1991. He focuses on understanding client objectives and creating a plan to help achieve those objectives. Robert earned a degree in Finance from California State University, Fullerton.

He is Senior Vice President – Investment Officer and PIM Portfolio Manager. Robert is FINRA Series 7, 63 and 65 securities registered, and insurance licensed, allowing him to offer a wide range of investment solutions and services to clients. He has extensive experience helping individuals and business owners both before and after retirement with investment implementation and retirement income planning. 

Robert, his wife Loni and their two sons reside in Coto De Caza. 

 

CA Insurance Lic.# 0A26277, 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.

Jordan contributes to the team by helping clients create written investment plans through our Emoney 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 Resident State (CA)