Jud Mallini, Cfp®

Jud Mallini, Cfp® Email and Phone Number

Fee-only fiduciary financial planner. We help people worry less and enjoy more. @ Together Planning
Jud Mallini, Cfp®'s Location
Jacksonville, Florida, United States, United States
Jud Mallini, Cfp®'s Contact Details

Jud Mallini, Cfp® work email

Jud Mallini, Cfp® personal email

n/a

Jud Mallini, Cfp® phone numbers

About Jud Mallini, Cfp®

In 2015, I launched Together Planning with my family. Our mission is to help as many people as possible worry less and enjoy their lives more, through complete financial planning and thoughtful investment strategies.Our clients range from young professionals and entrepreneurs, to folks in their 90s.We use technology to help clients create goals and make financial decisions. During the planning process, we advise on goal creation, investments and asset allocation, income planning, insurance, estate and tax planning, business succession, company benefits, college funding, student loan and liability pay-off strategies, and more. We are "deep-dive", comprehensive financial planners.For most of our clients, we manage their investments using our investment models and other models customized to match their specifics needs and values.We are fee-only fiduciaries, 100% of the time.

Jud Mallini, Cfp®'s Current Company Details
Together Planning

Together Planning

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Fee-only fiduciary financial planner. We help people worry less and enjoy more.
Jud Mallini, Cfp® Work Experience Details
  • Together Planning
    Co-Founder, Financial Planner
    Together Planning Aug 2015 - Present
    Gainesville, Fl, Us
    Jud Mallini is co-founder of Together Planning, a fee-only financial planning firm based in Florida and Georgia. Jud and his sister, Lia Bertelson, lead the firm. The mission of Together Planning is to help as many people as possible worry less and enjoy their lives more, through complete financial planning and thoughtful investment strategies. The advisors of Together Planning are fiduciaries, 100% of the time.
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  • Prudential Financial
    Financial Planner
    Prudential Financial Jun 2006 - Aug 2015
    Newark, New Jersey, Us
    Jud started his career as a financial planner with Prudential. He gained experience with managing investment portfolios, financial planning, estate planning, insurance, retirement plans, and group benefits during his 9 year tenure. It was experience at Prudential that gave Jud the foundation to launch his own firm.
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Jud Mallini, Cfp® Skills

Retirement Planning Investments Wealth Management Life Insurance Insurance Financial Services Strategic Financial Planning Retirement Mutual Funds Financial Analysis Financial Planning Risk Management Portfolio Management Employee Benefits Estate Planning Banking Customer Service Strategic Planning

Jud Mallini, Cfp® Education Details

  • The University Of Alabama
    The University Of Alabama
    Biology
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning

Frequently Asked Questions about Jud Mallini, Cfp®

What company does Jud Mallini, Cfp® work for?

Jud Mallini, Cfp® works for Together Planning

What is Jud Mallini, Cfp®'s role at the current company?

Jud Mallini, Cfp®'s current role is Fee-only fiduciary financial planner. We help people worry less and enjoy more..

What is Jud Mallini, Cfp®'s email address?

Jud Mallini, Cfp®'s email address is jm****@****ing.com

What is Jud Mallini, Cfp®'s direct phone number?

Jud Mallini, Cfp®'s direct phone number is +190447*****

What schools did Jud Mallini, Cfp® attend?

Jud Mallini, Cfp® attended The University Of Alabama, The American College Of Financial Services.

What skills is Jud Mallini, Cfp® known for?

Jud Mallini, Cfp® has skills like Retirement Planning, Investments, Wealth Management, Life Insurance, Insurance, Financial Services, Strategic Financial Planning, Retirement, Mutual Funds, Financial Analysis, Financial Planning, Risk Management.

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