Judson Forner

Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, he leads the teams directly responsible for supporting investment-related business submitted through Valmark. In addition, he manages relations with Valmark’s custodial platforms, and participates on Valmark’s Product committee.

Mr. Forner has presented on topics such as Practice Management, Investment Management, Financial Planning, and Annuities at Valmark Member Summit and Member Staff Summit conferences, as well as higher education institutions, such as Ursuline College and The Ohio State University. He has also been quoted in industry publications, including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News.

Mr. Forner earned a BSBA in Finance from The Ohio State University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Retirement Planning Counselor℠ (CRPC®).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.