James Rudy (CFP®, EA, MA, MBA)

James Rudy focuses in the
following client markets or areas of practice:

  • Business Owners
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

I bring sanity to money.  Michigan Licensed Clinical Social Worker (psychotherapist) and Certified Financial Planner with over 25 years experience bringing sanity to money.  Comprehensive, fee-only planning and hourly consultations by appointment.  Integrative approach, matching emotional temperament with risk tolerance in client's financial lives.   

Additional Information

Particularly gifted at listening and creative enough to fashion a financial plan that not only makes sense from a financial planning perspective, but actually allows you to sleep at night.  Money and your emotional response to it are forever lnked and not dealing with both aspects of your money life is like boxing with only one hand.  Comprehensive, holistic, compassionate, non-judgmental environment facilitating personal and financial growth.

NAPFA Start Date

August 22, 2008


This Office

878 South Grove Street Suite 1 Ypsilanti, MI 48198-6345 Phone: (734) 480-6211 Fax: (734) 480-6211