RichJudd-RJuddWealth

RICH JUDD
President & CEO

rich@rjuddwealth.com

Rich is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®) with over 20 years of experience providing investment and financial planning advice to high net worth individuals and institutions.

Rich started his career with Morgan Stanley in Westlake, Ohio and later transitioned to Charles Schwab & Co. in Beachwood, Ohio where he was consistently one of the top financial advisors in the tri-state region. His early success led to competing opportunities to become Schwab’s Private Client Representative in the Park Cities office in Dallas, Texas or a Senior Financial Planner and Relationship Manager at a large RIA firm in Austin, Texas. He chose the Austin based RIA firm where for 10 years he was responsible for over $500 million in client assets. In 2015, Rich founded R Judd Wealth Management (RJWM) to focus on providing clients comprehensive, goal-oriented financial planning and investment management solutions.  Rich also serves as the Director of Financial Planning for Titleist Asset Management, Ltd., RJWM’s affiliate.  He is a member of The Financial Planning Association, both nationally and with the Austin chapter, and is insurance licensed in the areas of Life, Accident, Health and HMO in the state of Texas and various other states.

Rich grew up in northeastern Ohio where he attended The College of Wooster, earning a BA in Economics. While at Wooster, he received a grade of Honors for writing and verbally defending his 110 page Independent Study thesis titled, “The Effects of Stock Splits on Firm Value.” He was also a four-year starting quarterback for Wooster‘s football team leading them to their highest national ranking in school history. In 2013, Rich was inducted into the W Association Hall of Fame after breaking every significant school record for passing during his prolific career.

Rich and his wife of 14 years live in Austin, Texas and have two beautiful children. Rich enjoys spending his free time with his family. He is also an experienced commercial pilot with a passion for aviation. He takes great satisfaction volunteering with Angel Flight South Central, an organization where pilots donate their time, skills, aircraft, and money to provide free transportation for patients in need of critical medical treatment unavailable to them locally.

Accounts are held directly with Raymond James Financial, Inc., Charles Schwab & Co., Inc., and/or TD Ameritrade, Inc.  All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., a Registered Broker/Dealer & Registered Investment Advisor (RIA) and Member FINRA / SIPC. The products offered by Titleist Asset Management, Ltd. are NOT insured by the FDIC and involve investment risks, including possible loss of principal amount invested.

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE