Empowering others to focus on what brings them joy and prosperity is Judah’s primary goal. Finances are often a stressful topic that many people avoid, and he understands the trust it takes for clients to share private details about their lives. To help create enjoyable conversations that are also productive, he brings a refreshing sense of levity and humor whenever possible.
Judah believes that every dollar should have a purpose and does not use a “cookie cutter” approach to financial planning. As a client, you will feel his team’s passion for their work and a dedication to act in their clients’ best interest.
Many of Judah’s professional relationships start during transition periods, such as:
- Job changes
- Income planning for retirement
- Tax consequences of a business sale/purchase
- Inheritance and estate planning
Judah loves the Pacific Northwest—he is a Seattle native, currently residing in the Queen Anne neighborhood with his wife, Katie, and their dog, Hendrix. He is tirelessly energetic and enjoys running, cooking, and playing tennis. In the winter months, they escape to California and split time between La Quinta and Santa Barbara.
Judah offers initial consultations without a fee or commitment.
Check out my bio on the Barnum Financial Group website!
CA Insurance License #0M30442
AR Insurance License #17025035
Judah is licensed and registered to offer products and services in WA. Licenses and registrations will vary.
Domiciled in WA.