60 East 8th Street, Suite 30N
New York, NY 10003
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
â€œI specialize in creating harmony out of financial discord that comes with life transitions. No one can truly call themselves free who doesnâ€™t own or control their own money. Transitions put emotions in flux and money in motion. It is important for everyone experiencing a major transition in their life to have a financial adviser who understands the powerful dynamics of change.â€
Judy founded Harmony Financial Advisors, LLC in 2006 with this mission in mind: to provide unbiased, holistic financial planning and investment management services as an independent registered investment adviser to clients.
About Judy Haselton
Judy has worked in financial services for over twenty years including as an investment banker with Smith Barney and a commercial banker with Bank of America. As an independent financial professional, she has also structured private-equity transactions for individual investors.
She holds an MBA from Columbia University Graduate School of Business and completed the Financial Planning Program at New York University. In 2005, Judy received the Certified Financial Planner designation, also known as the CFPÂ®.
Judy is an accredited Sudden Money Advisor having been trained in financial-transitions planning through the Sudden Money Institute. She is also a Registered Life PlannerÂ® with the Kinder Institute of Life Planning.
To sharpen her skills and keep her knowledge relevant, Judy is also a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Nazrudin Project, an affiliation of financial planners and professionals dedicated to working with clients holistically.
Both in her professional life on Wall Street and personal life, Judy has seen many of the disruptive issues that money raises for individuals, couples and families. Those life experiences combined with running her own business and intensive training in the field of financial planning and investment management give her a unique ability to provide comprehensive, caring, financial advisory services. She has been a resident of New York City for over 30 years and is the mother of two sons giving her an in-depth knowledge of the personal financial needs of all people in various stages in life.