Jeffrey Budd, CFP®, CLU®

For more than 25 years, I’ve helped individuals and families achieve and maintain financial independence, giving them the confidence to focus on the most important parts of their lives. As a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter®, I provide thoughtful, comprehensive strategies across retirement and income planning, estate planning, college funding, charitable giving, risk management, and full‑balance‑sheet wealth management.

My decision to partner with Clearwealth Advisors reflects a commitment to continually enhancing the client experience. By building a multi-generational advisory team, I am creating a structure designed to provide continuity, expanded expertise, and a collaborative "brain trust" that clients can rely on for years to come. This team-based approach ensures that clients benefit from deeper resources, fresh perspectives, and the confidence that their financial plan will remain supported across generations.

Before joining Raymond James in 2019, I spent 16 years at Fidelity Investments, where I led a $1.3 billion Private Client team and advised nearly 500 families and businesses. Many of those relationships have grown into long‑term friendships, which I consider one of the great privileges of my career.