Broker Check

Boca Raton Office

1001 W. Yamato Rd

Suite 306
Boca Raton, FL 33431
Judson Forner, CFP®, CRPC®

Judson Forner, CFP®, CRPC®

Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, leads the teams directly responsible for processing all investment related business submitted through Valmark. In addition, he oversees the trading and RIA teams, manages relations with Valmark’s three custodial platforms and participates on the Product, DOL and Star RankingTM committees. Mr. Forner has presented on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit (formerly School of Life) and School of Excellence conferences, as well as higher education institutions such as Ursuline College and The Ohio State University. He has been quoted in industry publications including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his FINRA Series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable Insurance licenses, Mr. Forner earned a BBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED RETIREMENT PLANNING COUNSELORSM.

Certified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.