Judi Harlan, CFP®, ChFC®, CDFA®, BFA™
Judi Harlan is a partner at August Financial Alliance, a boutique financial planning practice in San Diego, CA. She and her husband, Byron Harlan, have worked together in the financial services industry since 2013 and in 2019 they started their own independent practice.
Judi manages daily operations and financial planning support alongside Byron, to create a unique, intimate and professional client experience focused on a holistic approach to planning.
Judi earned her ChFC® planning designation in 2017. In 2019 she earned a BFA™ designation and became a CFP® professional. She earned her CDFA® designation in the spring of 2022.
Judi was born and raised in Orlando, Florida. She graduated from the University of Georgia with a B.A. in English. She moved to Chicago after her graduation and worked as an advertising associate and later a real estate professional in Chicago for 15 years before moving to San Diego in 2011.
She and Byron have one son, August Cash Harlan, who is the center of their universe and the namesake of their company.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.