Joseph Budd, Cfp® Chfc®

Joseph Budd, Cfp® Chfc® Email and Phone Number

Managing Director at Budd Wealth Management @ Budd Wealth Management
Joseph Budd, Cfp® Chfc®'s Location
Franklin, Tennessee, United States, United States
Joseph Budd, Cfp® Chfc®'s Contact Details

Joseph Budd, Cfp® Chfc® work email

Joseph Budd, Cfp® Chfc® personal email

About Joseph Budd, Cfp® Chfc®

As a board CERTIFIED FINANCIAL PLANNER™ practitioner, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses. All aspects of planning are implemented and reviewed annually to help foster a comfortable standard of living in retirement. Joe has been a featured speaker at local libraries and has provided CPE presentations to CPA’s over the years. The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners. Joe has also provided planning and personal finance seminars to executive retiree groups of Fortune 500 companies, as well as, numerous other small to mid-size companies.He then moved his practice to Smith Barney, Wells Fargo, and Budd Melone & Co., Inc., before joining Independent Advisor Alliance, LLC as an investment adviser representative in 2021.Securities are offered through LPL Financial, Member FINRA/SIPC. Budd Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Joseph Budd, Cfp® Chfc®'s Current Company Details
Budd Wealth Management

Budd Wealth Management

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Managing Director at Budd Wealth Management
Joseph Budd, Cfp® Chfc® Work Experience Details
  • Budd Wealth Management
    Managing Director, Cfp®, Chfc®
    Budd Wealth Management May 2009 - Present
    Franklin, Tennessee, Us
    Budd Wealth Management, provides comprehensive financial planning and investment planning for high net worth individuals, families, small business owners, and professionals. Their main focus is financial planning for families and fee based asset management services using non-proprietary products and services.Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Budd Wealth Management is another business name of Independent Advisor Alliance LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The LPL Financial representatives associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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  • Smith Barney
    Vice President Wealth Management
    Smith Barney Aug 2001 - May 2009
    New York, Ny, Us
    CFP
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  • Smith Barney
    Vice President
    Smith Barney Dec 1995 - Aug 2001
    New York, Ny, Us
    Comprehensive financial planning and fee-based asset management.
    View

Joseph Budd, Cfp® Chfc® Skills

Retirement Planning Estate Planning Investments Personal Finance Financial Advisory Financial Planners Finance Financial Services Strategic Financial Planning Strategy Qualified Retirement Plans Small Business Executive Services Employee Benefits Financial Advice Financial Planning Educational Seminars High Net Worth Individuals Certified Financial Planner Fixed Annuities Life Insurance Disability Insurance Retirement Long Term Care Insurance Due Diligence Risk Management 401k Cfos Succession Planning Financial Goals Insurance Planning Charitable Giving Strategies Asset Allocation Investment Strategies 401k Rollovers Business Owner Planning Retirement Savings Mutual Funds Securities Estate Planning Strategies Asset Management Public Speaking

Joseph Budd, Cfp® Chfc® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning
  • Walsh College
    Walsh College
    Finance

Frequently Asked Questions about Joseph Budd, Cfp® Chfc®

What company does Joseph Budd, Cfp® Chfc® work for?

Joseph Budd, Cfp® Chfc® works for Budd Wealth Management

What is Joseph Budd, Cfp® Chfc®'s role at the current company?

Joseph Budd, Cfp® Chfc®'s current role is Managing Director at Budd Wealth Management.

What is Joseph Budd, Cfp® Chfc®'s email address?

Joseph Budd, Cfp® Chfc®'s email address is jo****@****ail.com

What is Joseph Budd, Cfp® Chfc®'s direct phone number?

Joseph Budd, Cfp® Chfc®'s direct phone number is +130374*****

What schools did Joseph Budd, Cfp® Chfc® attend?

Joseph Budd, Cfp® Chfc® attended The American College Of Financial Services, Walsh College.

What are some of Joseph Budd, Cfp® Chfc®'s interests?

Joseph Budd, Cfp® Chfc® has interest in Bible Study And Community Involvement, Economic Empowerment, Classic Movies, Tennis, Golf, Bicycling.

What skills is Joseph Budd, Cfp® Chfc® known for?

Joseph Budd, Cfp® Chfc® has skills like Retirement Planning, Estate Planning, Investments, Personal Finance, Financial Advisory, Financial Planners, Finance, Financial Services, Strategic Financial Planning, Strategy, Qualified Retirement Plans, Small Business.

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