Judy Haselton
MBA, Certified Financial Planner™, Sudden Money® Advisor, Registered Life Planner®,
President and Founder, Harmony Financial Advisors
For Judy, an expert in comprehensive financial planning and investment management, understanding each client’s unique circumstances is key.
“I specialize in creating harmony out of financial discord that comes with life transitions. Transitions put emotions in flux and money in motion. It is important for everyone experiencing a major transition in their life to have a financial advisor who understands the powerful dynamics of change.”
For over twenty years, Judy has worked in financial services. She was an investment banker with Smith Barney, and a commercial banker with Bank of America. As an independent financial professional, she has also structured private-equity transactions for individual investors.
Judy holds an MBA from Columbia University Graduate School of Business and she completed the Financial Planning Program at New York University. In 2005, she received the Certified Financial Planner™ designation, also known as the CFP®.
To sharpen her skills, and keep her knowledge relevant, Judy is a member of the National Association of Personal Financial Advisors (NAPFA); the Financial Planning Association; and the Nazrudin Project, an affiliation of financial planners and allied professionals dedicated to working with clients holistically. Judy is an accredited Sudden Money® Advisor having been trained in financial-transitions planning through the Sudden Money® Institute. She is also a Registered Life Planner® with the Kinder Institute of Life Planning™.
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Support Staff
To hit the high notes, Harmony Financial Advisors also has a small, dedicated staff that helps Judy respond to her clients personally and efficiently, while thoroughly supporting every financial need.