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Jeffrey Judge on Muck Rack

Jeffrey Judge

(He/Him)
As seen in: Forbes Advisor, Medium, Bloomberg News, Reuters, USA Today, Buy Side WSJ, CBS News, Century Lives, CNBC, NBC News and
Covers:  Tax planning, Roth conversions, RMDs, retirement income, Social Security, Medicare, estate planning, business exit, equity comp, behavioral finance, fees, risk management, fiduciary planning.
Doesn't Cover: 1031 exchanges, Opportunity Zones, return guarantees, market forecasts, stock picks, performance promises, sales copy, SEC Marketing Rule violations.
Financial clarity without the stress. Retirement, and life-in-transition planning Securities offered through LPL Financial, Member SIPC sipc.org
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Jeffrey Judge’s Biography

A founding partner at Chesapeake Financial Planners, Jeff Judge is a seasoned guide for busy professionals navigating financial transitions. With nearly two decades of experience, Jeff specializes in helping clients manage complexity during pivotal moments like retirement, business exits, and sudden wealth events. Known for his calm, empathetic approach, he helps clients gain clarity and control through Chesapeake’s signature R.U.D.D.E.R. Method™.
Jeff holds multiple advanced designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Estate Planner (AEP®). He’s been recognized as a Five Star Wealth Manager in Baltimore Magazine in 2014 and from 2017 through 2026. In addition, Chesapeake Financial Planners has provided educational outreach including leading financial literacy workshops for Fortune 500 and mid-sized companies throughout the Baltimore and DC metro areas.
Shaped by his working-class roots and early experience juggling financial responsibilities, Jeff brings grounded empathy and professional-level clarity to every client conversation. When he’s not advising, he’s a passionate home cook, lover of Baltimore sports, fan of concerts and stand-up comedy, and sideline soccer dad.