Judy Carlson

Welcome

Judy is the Founder and CEO of the Judy Carlson Financial Group. Judy focuses on helping individuals, couples, and families design, build, and implement coordinated, comprehensive financial plans from today through life expectancy and legacy. Judy knew in high school she wanted to be a CPA. She graduated from the University of Minnesota Carlson School of Management with an Accounting Degree, passed the CPA exam, and began her career in public accounting.

Judy worked in the corporate finance worlds of healthcare, retail, and education before transitioning to personal finance in 2012.

In addition to her active CPA license, Judy is securities licensed, a fiduciary, an Investment Advisor Representative, life and health insurance licensed, and long-term care certified.

Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.

Areas of Focus

401(k) Maneuver - Check out my Home Page

Comprehensive Wealth Management Plans - Check out my Client First Brochure

Interests & Community Participation

Foundation Treasurer - Denver Metro South Rotary Club 

Event Volunteer - Centennial Arts & Cultural Foundation

Event Chair - Ladies of South Denver

Education

University of Minnesota, Carlson School of Management - BSB Accounting, 3.89 GPA

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure