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Judson Mallini (CFP®)

Judson Mallini focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Generation X

Planning Specialties

I help my clients worry less and enjoy their lives more, through complete financial planning and thoughtful investment strategies.  In 2015, I launched Together Planning with help from my family, in order to be a fiduciary 100% of the time.  Prior to launching our firm, I was a financial planner with Prudential for nine years.  In my practice, I assist clients with setting goals, income planning, investment management, insurance, estate planning, business succession planning, college funding and student loan repayment, tax planning, and comprehensinve finanicial planning.  I am involved with the Financial Planning Association of Northeast Florida, the Rotary Club of St. Johns Florida, and other charitable and church-related organizations.  My clients range in age from young professionals to folks in their 90s.  

Additional Information

Together Planning was created by my family.  We care about each other's hopes and dreams.  We believe that when working together to pursue dreams, planning benefits everyone.  We respect the uniqueness of every family, and are humbled to be in a position to help make dreams come true.

Please let us know how we can help you.

NAPFA Start Date

May 14, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4651 Salisbury Rd Ste 130 Jacksonville, FL 32256-0935 Phone: (904) 476-7758
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Other Offices

2631 NW 41st St Ste E2 Gainesville, FL 32606 Phone: (352) 221-9300
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