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  1. Home
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  3. Jude Wilson
Jude Wilson's picture

Jude Wilson

CEO
Centrus Financial Strategies
Country or state 
United States (Florida)
Available to 
North America
City 
Orlando
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes
Timezone 
America/New_York

Personal Details

Bio

Jude Wilson CWS®, BPC™, MBA

Chief Wealth Strategist at Centrus Financial Strategies. Jude has over 24 years of retirement planning experience. He has earned his bachelor’s degrees in marketing and finance from Florida State

University, an MBA from the Rollins College Crummer School of Business, and holds his Series 7, 63

and 65 licenses. He is also a Certified Wealth Strategist, CWS®, has earned The Bucket Plan Certification™, and is a Registered Representative with JW Cole.

Since childhood, I’ve been obsessed with learning about how to manage money. I’ve spent the last 25 years of my life helping many people plan wisely for their future and achieve their retirement goals and dreams.

My experience with tax planning, and retirement strategies, allows me to give a holistic method of looking at this topic that can be difficult for some. Understanding the psychology of money is so important to having these open informative discussions of money.

Current position (1)

CEO

Centrus Financial Strategies

Degrees (2)
Bachelors Marketing and Finance
Florida State University
2002 to 2005
Master Business Administration
Rollins College Crummer School of Business
2006 to 2007

Presentations

Presentations (2)
Helping HENRY'S

Are you in the high-earner, asset-light category? You may be a HENRY's.
Let's get you on the road to a comfortable retirement with these attainable goals and brilliant methods.
We will discuss:
- Who are HENRY’S?
- Why financial goals are essential?
- How to have the “Make money work for you mindset”
- What’s with all these buckets?
- How to retire with the lifestyle you’ve become accustomed to.

Ticking Tax Time Bomb

Tax Cut Jobs Act set to expire in 2025 may blow a hole in your 
retirement accounts with probable tax hikes. Let's get you ready to defuse this tax time bomb.
- The Roth Guy will expound on when the tax bomb is set to explode.
- What is a Roth?
- How it differs from Traditional IRA & 401k.
- How can you use it in your retirement plan.
- Educate on how to employ different tax planning strategies.

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Expertise (8)

Financial services
Business
Roth retirement savings Savings and Investment Income Tax Planning Behavioral Finance Certified Financial Planner
Recommendations
Why choose me? 

I provide a holistic method of looking at this topic, and help you understand psychology of money.

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