Corine Judd

Corine Judd

Financial Services Specialist

Phone: 949-453-7660
Fax: 949-453-7672
Mobile Phone: 714-395-9248


Corine Judd has been in management for over 30 years. From California to New York, Corine has worked with individuals, as well as major corporations, to help them achieve their professional and business goals. She enjoys working with her clients to help them structure their assets efficiently while helping them build and protect their wealth.

 

 

FINANCIAL SERVICES FOR INDIVIDUALS AND FAMILIES

  • Tax-Advantaged Planning
  • Retirement Planning
  • Asset Management
  • Asset Preservation
  • Insurance and Risk Management
  • Estate and Legacy Planning
  • Family Planning
  • College Planning

 

FINANCIAL SERVICES FOR BUSINESSES

  • Tax-Advantaged Retirement Programs
  • Executive Benefits
  • Key Personnel Planning
  • Business Succession Planning
  • Buy-Sell Agreement Funding
  • Insurance and Risk Management
  • Group Benefit Plans

 

Insurance offered through ICM.  ICM and Corine Judd are not affiliated with SagePoint Financial.  California Life Insurance License Number 0H19694.