Judy Hamilton
Judy HamiltonCPA, RIA
Partner

Contact Judy

Judy Hamilton
Partner
858.436.3322
What inspires me in my work with clients is the opportunity to make a real difference in their financial lives. Tax preparation is just the starting point—it's a snapshot of the past. What truly drives me is helping clients look forward: identifying opportunities, navigating challenges, and building strategies that support their long-term goals. Whether it's growing a business, planning for retirement, or managing cash flow, I'm here not just as a tax professional, but as a trusted advisor invested in their success.

Judy specializes in strategic tax planning and compliance for high-net-worth individuals, small business owners, and corporate executives. Her focus is on helping clients keep more of what they earn and navigate complex financial decisions with confidence. She offers deep expertise in areas such as executive compensation, real estate investments, and mergers and acquisitions—guiding clients through transactions and transitions with clarity and precision.

Clients can expect thoughtful listening, insightful questions, and clear guidance. She takes the time to truly understand each client’s unique financial landscape—then apply that insight to help them make well-informed, strategic decisions. Whether it's navigating ownership transitions, optimizing stock options and equity awards, or handling real property exchanges, she brings both technical expertise and practical perspective to every situation..

Outside of work, Judy is actively involved in her community and is especially passionate about supporting women's sports. As a longtime basketball and soccer player, she still loves the game — whether it's cheering from the sidelines or mentoring young athletes. It's a great way to stay connected and give back.

Qualifications

Knowledge

Community