James Judd in

James Judd

Questioner · DISC type c
Financial Advisor at Vantage Financial Group, Inc.
📍 Cleveland, Ohio, United States

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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Experience
26 Years
Current Role
Financial Advisor
Location
Cleveland, Ohio, United States
Personality Overview

How James shows up

Value Seeker
Price-Sensitive
Systematic

They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Priorities

Topics James cares about

Retirement & Estate Planning
He specializes in designing and implementing comprehensive retirement and estate plans for executives, business owners, and high-net-worth individuals.
Non-Profit Financial Strategy
He actively promotes using financial instruments like life insurance and annuities to create value for non-profit organizations, even hosting seminars on the topic.
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Career

Work history

10-2020
Financial Advisor
Vantage Financial Group, Inc.
1-1999 - 6-2020
Senior Vice President
Oswald Companies
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2020
Education details unavailable
Cleveland State University
Marketing
Cleveland State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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