About My Practice
I am a holistic, independent financial planner and wealth manager who specializes in working with small business owners, individuals and families who desire a long, financially secure life. My business focus is on the accumulation, distribution, preservation and transfer of wealth. My work with businesses includes business continuity planning, retirement/pension planning, employee and executive benefits planning.
I am past president and past chairperson of the National Capital Area Chapter of the Financial Planning Association, a member of The Leukemia & Lymphoma Society National Capital Area Chapter Board of Directors, on the Board of Directors of the Greater Reston Chamber of Commerce, past President of the Dulles Rotary Club, an active member of the Herndon Rotary Club, an alumna of the Leadership Fairfax, Inc. Class of 2003, and a member of the Dulles Regional Chamber of Commerce. I have been quoted inThe Washington Post and appeared on local television and radio shows discussing current financial planning issues. I was the 2007 recipient of the FPA National Capital Area’s Norma Severns Leadership Award and my business and I were a 2008 Best of Reston awardee.
Experience
I received a BA in French and an MA in West European Studies from Indiana University, Bloomington, Indiana. I earned an MBA at George Mason University in Fairfax, VA. Following successful careers as a management consultant and in the high tech industry, I started my business in 1996, and became a CERTIFIED FINANCIAL PLANNER ™ practitioner in 1999. I obtained the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary 360 in 2009.
In October 2006, I formed VISTA Wealth Strategies in order to provide a holistic, comprehensive and truly independent approach to financial planning and wealth management. In 2010, the business transitioned to VISTA Wealth Strategies LLC.
I am a Registered Representative and an Investment Adviser Representative of and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
In October 2006, I formed VISTA Wealth Strategies in order to provide a holistic, comprehensive and truly independent approach to financial planning and wealth management. In 2010, the business transitioned to VISTA Wealth Strategies LLC.
I am a Registered Representative and an Investment Adviser Representative of and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: AZ,CA,CO,CT, DC,FL,KS,MA,MD,MN,NC,NY,OH,SC,TX,VA, Health/disability insurance: AZ,CA,CO,CT,DC,FL,KS,MA,MD,MN,NC,NY,OH,SC,TX,VA, Fixed annuities: AZ,CA,CO,CT,DC,FL,KS,MA,MD,MN,NC,NY,OH,SC,TX,VA, Variable annuities: CA,CO,CT,DC,DE,KS,MA,MD,ME,MN,NC.NJ,NY,OH,TX,VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary®
Broker-Dealer Affiliation
Commonwealth Financial Network
Broker-Dealer Disclaimer
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by VISTA Wealth Strategies LLC are separate & unrelated to Commonwealth.
Considerations: Judy specializes in working with business owners, individuals and families who desire a long, financially secure life. Her business focus is on the accumulation, distribution, preservation and transfer of wealth.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
