Judy Lutzy, CFP®
Judy Lutzy, CFP®
Judy is a seasoned Financial Planner with 36 years of experience in creating financial plans and helping her clients to achieve both their financial and life goals. She provides planning and investment management to small businesses and individuals and also specializes in retirement income planning. Judy has received advanced training from the Kinder Institute of Life Planning.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she advises clients in all areas of financial planning and wealth management as an Investment Advisory Representative of Tilson Financial Group. In addition, she is actively involved in many community organizations. She serves on the Endowment and Finance Committees of a local church. She helps to raise money for women running for public office and she volunteers to help mentor college students entering the financial planning profession. She has an undergraduate and graduate degree from The Ohio State University.
Judy currently resides in Massachusetts and has three grown daughters and six grandchildren.
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.