James Judd
Login to view DISC.James Judd is a Financial Advisor at Vantage Financial Group with over 30 years of experience. Specializing in retirement and estate planning for executives and business owners, he holds the Chartered Financial Consultant designation and is a graduate of Cleveland State University.
Beyond his primary role, James maintains a connection to his alma mater, Cleveland State University. His professional interests extend to the broader financial services sector, including organizations like the Western & Southern Financial Group.
He has a unique focus on using life insurance and annuities to create financial value for non-profit organizations.
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DISC behavioral profile
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