Jeffrey A Judson, CFA®, CFP®, CLU®, RICP®, AEP®

Wealth Management Advisor


I grew up in Lafayette & my family (wife Nicole, daughter Audrey, & son Connor) resides in Danville. I enjoy playing tennis, competing in triathlons, coaching youth sports, travel, and reading historical fiction & non-fiction. I am a lifelong A’s, Raiders, & Warriors fan.


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