Judith empowers individuals, families, and business owners with the knowledge and tools to make smarter financial decisions. She helps clients implement strategies that build and preserve wealth, minimize taxes, and protect against risks such as market volatility, inflation, and unexpected life events.
A proud Beverly Hills native, Judith has deep roots in her community and a lifelong commitment to helping others succeed. Before joining New York Life, she built a diverse career in real estate, mortgage lending, and entrepreneurship, owning several successful businesses. Through these experiences, she developed a strong understanding of financial independence and recognized that even accomplished business owners and 1099 professionals often lack the financial literacy and planning needed to maximize long-term growth. Judith’s mission is to help clients plan with efficiency, flexibility and control while fostering lasting financial empowerment.
