Project Description

Judi Harlan<br />CFP<sup>®</sup>, ChFC<sup>®</sup>, BFA<sup>™</sup>
Judi Harlan
CFP®, ChFC®, BFA
Financial Planner, Royal Alliance
501 W. Broadway, Suite 800
San Diego, CA 92101
Office: (619) 400-4994
Judi was born and raised in Orlando, Florida. She graduated from the University of Georgia with a B.A. in English. She moved to Chicago after her graduation, where she met her husband, Byron, and lived there for 14 years. Judi worked as a real estate professional and advertising associate in Chicago before moving to San Diego in 2011, when she soon joined Byron to provide administrative and marketing support for his evolving financial planning practice. That turned into an opportunity for Judi to establish herself in the financial services industry and in 2014 she joined a team of advisors to head operations for the group while pursuing her series 66 and 7 securities registrations.

In 2017, she earned the ChFC® planning designation and a year later she left her role on a team inside an insurance company to join her husband and create August Financial Alliance. In 2019, Judi earned her CFP® designation. She now manages daily operations and provides marketing as well as practice management support.

She and Byron have one son, August Cash Harlan, who is the center of their universe.