Sr. Wealth Advisor
JD, LLM, CFP®
Rudy began his career in financial services industry in 2011, working as an advanced planning consultant and in-house legal counsel at a major insurance company. In 2015, he joined Jackson Financial Management as a Financial Advisor and shortly thereafter became part of the firm’s Executive Management Team.
He strives to leverage his tax and consulting experience to suggest creative and practical financial planning solutions for business succession, retirement, charitable and estate planning scenarios involving executives and ultra high-net-worth clients with closely held businesses.
He earned a Master of Laws in Taxation degree from the New York University School of Law (Executive Program). He also obtained a Juris Doctorate from Southwestern Law School (Cum Laude), and a bachelor’s degree from the University of California, Los Angeles (Cum Laude).
He is a native of Southern California and lives in Irvine with his wife, Mara, and their three children.