Judson Mallini (CFP®)

Additional Information

Jud Mallini is an entrepreneur and CERTIFIED FINANCIAL PLANNER® Professional. He and his family are the founders of Together Planning.

Growing up, Jud’s family moved often as his father worked his way up in the banking industry. In 1985, when Jud was 12 years old, they settled in Gainesville, Florida. Gainesville is where the main office of Together Planning Is located. It is also the city where Jud met his wife, Kerry, while she was in Physical Therapy school at The University of Florida.

Prior to meeting Kerry, Jud worked in the medical supply and pharmaceutical industries and was a high school science teacher at his alma mater, Gainesville High School. He is a graduate of The University of Alabama.

In 2006, Jud joined Prudential Financial and became a financial planner. In 2015, he decided to launch a Registered Investment Advisory firm (RIA firm) so that he could have the freedom to serve clients more holistically. He asked his father, Tom, and his sisters, Lia and Ginny, to help. They each bring their own unique skills, education, and experience to the firm. They believe that working together for a common purpose is rewarding and fun. Now, ten years later and with the addition of Melissa Land, John Abernethy, and GG Bertolini, the experience has surpassed everyone’s expectations.

In addition to working for Together Planning, Jud is on the Board of Trustees for Jacksonville Country Day School, and volunteers for charitable organizations such as Breakthrough T1D. He and Kerry have three daughters and live in Jacksonville, Florida. They love boating, dancing, and family time together.

Together Planning’s mission is to help as many people as possible worry less and enjoy their lives more. Jud’s hope is that Together Planning will continue to grow and improve, positively impacting the lives of individuals and families for many years to come.