Judith A. Dolle, Certified Estate Planner
Regional Vice President
Judith A. Dolle has over 30 years of experience in the financial services industry She is a Certified Estate Planner and holds the following securities registrations: Series 7, 24, 63, and 66 held with LPL Financial. She also holds a Life/Health/Disability Insurance License in the state of California.
Judith is a Regional Vice President of Householder Group Estate & Retirement Specialists. She is also a Registered Representative with LPL Financial, the largest independent broker dealer in the nation (As reported by Financial Planning magazine, June 1996-2013, based on total revenue). As a Registered Investment Advisory firm, Householder Group Estate & Retirement Specialists focuses on developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Judith has enjoyed a long and successful career with institutional leaders in the financial industry. She is a respected local entrepreneur, a member of the Coachella Valley Women’s Leader Forum and a member of The Desert Estate Planning Council in Palm Desert.
In addition to her professional achievements, Judith, a Southern California native, enjoys travel, college football events, bicycling, swimming, and chess with her husband, Hodge, an eminent domain attorney. She is an “empty nester” with two grown children.
Judith has an excellent support staff, including Amy Schilling, her Registered Assistant (registrations held with LPL Financial).
We don’t represent a group of investment products, we represent you.
41-750 Rancho Las Palmas, Suite B-2
Rancho Mirage, CA 92270
CA Insurance License #0F194990