Lamar Hudson has been helping people pursue their financial goals since 1987. His key to success is the personalized approach he takes in assisting clients with services ranging from retirement and estate planning to financial planning, also insurance planning and portfolio management. His clients include retirees, business owners, professionals, non-profits, and individuals who wish to successfully plan for their financial future, rather than leave it to chance.
Lamar earned a Bachelor of Science Degree in Finance from San Diego State University in 1986 and the Certified Financial Planner (CFP) designation in 1998. To stay current Lamar earned the Retirement Income Certified Professional (RICP) designation in 2017 and the Wealth Management Certified Professional (WMCP) designation in 2019. In addition, he holds FINRA Series 7, 63, 66, and 24 Licenses.
Lamar is a native of Los Angeles who enjoys giving back to his community, conducting financial literacy workshops, spending time with family and friends, playing golf, and traveling the world.
Most importantly, he holds dear the loyal, lasting relationships he develops with clients. He adamantly believes that the clients’ interest must come first and is constantly seeking new ways to add value to the families he serves.