Judy Ho, CFP®, CDFA®, MBA
Judy is based in our Folsom office. A California native, she earned her Bachelor's degree in Managerial Economics from UC Davis and holds a Master in Business Administration from San Francisco State University. Judy is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst® professional, and a CA licensed insurance agent. She joined Lane Florence in 2019 after working for several years as a financial advisor in the Bay Area.
Judy is a passionate advocate of family financial planning. Having experienced the role of family caretaker for many years she believes in the importance of planning for the unplanned. She understands the emotional and physical impacts life events such as career changes, death, divorce, and caretaking can have on an individual. She is committed to helping families move forward and create a new chapter in life.