MIKE RUDOW
Mike Rudow, MBA, CFP®, CEPA® - Wealth Advisor
Mike Rudow joined Morton Wealth as a wealth advisor in the spring of 2021, following a four-year tenure at JP Morgan Securities. Mike has extensive experience working with closely held business owners and their families, creating advanced planning strategies designed to support the needs/goals of both the family and the business. Along with investment consulting and financial planning, Mike also advises on corporate benefits, focusing on defined benefit and defined contribution plans. Mike received his B.A. from the University of Washington in Seattle and completed his MBA in financial planning at Cal Lutheran University in late 2021. He has the AIF® (Accredited Investment Fiduciary) and CFS® (Certified Fund Specialist) designations, and is a CERTIFIED FINANCIAL PLANNER™️ professional. Outside of work, Mike loves spending time with his family and has two young children. He is also a personal trainer/group fitness instructor and is passionate about helping others achieve their health and fitness goals along with their financial goals.
Mike Rudow, MBA, CFP®, CEPA® - Wealth Advisor
Mike Rudow joined Morton Wealth as a wealth advisor in the spring of 2021, following a four-year tenure at JP Morgan Securities. Mike has extensive experience working with closely held business owners and their families, creating advanced planning strategies designed to support the needs/goals of both the family and the business. Along with investment consulting and financial planning, Mike also advises on corporate benefits, focusing on defined benefit and defined contribution plans. Mike received his B.A. from the University of Washington in Seattle and completed his MBA in financial planning at Cal Lutheran University in late 2021. He has the AIF® (Accredited Investment Fiduciary) and CFS® (Certified Fund Specialist) designations, and is a CERTIFIED FINANCIAL PLANNER™️ professional. Outside of work, Mike loves spending time with his family and has two young children. He is also a personal trainer/group fitness instructor and is passionate about helping others achieve their health and fitness goals along with their financial goals.
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- Website:
https://www.mortonwealth.com/ - Phone: 8188576476
- City: Calabasas
- State: California
- Postal Code: 91301
- Country: United States
- Designations: CEPA, AIF, CFP®
- Markets Served:
- Company Name: Morton Wealth

