Judith Gordon

Q: What is Judith Gordon email address?

Email Judith Gordon at judith.gordon@bosinvest.com. This email is the most updated Judith Gordon email found in 2026.

Q: How to contact Judith Gordon?

To contact Judith Gordon send an email to judith.gordon@bosinvest.com. If you want to call Judith Gordon try calling on +16506143800. (updated on November 04, 2024)

Principal at Cerity Partners | San Francisco Bay Area

About Judith Gordon

Judith Gordon serves as a Principal at Cerity Partners, where she leverages her extensive expertise in estate planning, gift and estate taxes, and trust administration to provide invaluable guidance to both advisors and high net worth clients. With a keen focus on assessing estate planning goals and objectives, Judith is dedicated to developing tailored strategies that align with her clients' unique financial landscapes. Her role encompasses a wide array of responsibilities, including advising on generation-skipping transfer taxes and implementing effective charitable planning initiatives.

At Cerity Partners, Judith is actively involved in key projects that aim to streamline estate and gift planning processes, ensuring that clients are well-equipped to navigate the complexities of wealth transfer and tax implications. Her deep understanding of financial planning, coupled with her experience in mergers and acquisitions, allows her to offer comprehensive insights that enhance clients' overall financial strategies. Judith's commitment to education is evident as she shares her knowledge with advisors, empowering them to better serve their clients in the realms of estate and trust administration.

In addition to her technical skills in tax and financial planning, Judith's expertise in private equity and investments positions her as a trusted advisor in the wealth management sector. Her ability to synthesize intricate financial concepts into actionable strategies makes her an invaluable asset to Cerity Partners and its clientele. As she continues to navigate the evolving landscape of estate planning, Judith remains steadfast in her mission to provide exceptional service and innovative solutions that meet the diverse needs of high net worth individuals.

Judith Gordon Work

Principal at Cerity Partners in November 2021 to Present

Estate Planning Advisor Bingham Osborn & Scarborough at Cerity Partners in January 2016 to November 2021

Founding Partner at Grant & Gordon LLP in December 1995 to December 2015

Judith Gordon Skills

Estate Planning

High Net Worth Individuals

Trusts

About Judith Gordon's Current Company

Cerity Partners

Discover more about Cerity Partners

Frequently Asked Questions about Judith Gordon

What is Judith Gordon email address?

Email Judith Gordon at [email protected]. This email is the most updated Judith Gordon email found in 2026.

What is Judith Gordon phone number?

Judith Gordon phone number is +16506143800.

How to contact Judith Gordon?

To contact Judith Gordon send an email to [email protected]. If you want to call Judith Gordon try calling on +16506143800. (updated on November 04, 2024)

What company does Judith Gordon work for?

Judith Gordon works for Cerity Partners

What is Judith Gordon's role at Cerity Partners?

Judith Gordon is Principal

What industry does Judith Gordon work in?

Judith Gordon works in the Financial Services industry.