Judy L. Redpath, CFP®, AIF®
Judy L. Redpath specializes in working with entrepreneurs, small business owners, professionals and their families, overseeing their family finances, focusing on the accumulation, distribution, preservation and strategic transfer of wealth. Judy has been honored as a 2022 Forbes America’s Top Women Wealth Advisor Best-in-State1, has received the national Women’s Choice Award® Financial Advisor2 consistently 2014 through 2022 and the Five Star Wealth Manager Award3 starting 2015 through 2021. Judy was named one of the 20 Prominent Patriots in Business for 2015 by George Mason University’s School of Business.
Judy received her BA in French and an MA in West European Studies from Indiana University, Bloomington, IN and her MBA at George Mason University in Fairfax, VA. Following successful careers as a management consultant and in the high-tech industry, she started her business in 1996, became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1999, and earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fi360 in 2009.
In October 2006, Judy founded VISTA Wealth Strategies to provide a holistic, independent approach to financial planning and wealth management. She is an Investment Adviser Representative offering advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.
She is a founding member of George Mason University’s Financial Planning and Wealth Management Advisory Board, and is a member of the Steering Committee of the Business Women’s Giving Circle in Northern Virginia. Judy is past president and past chairperson of the National Capital Area Chapter of the Financial Planning Association. Judy served as a member of the Pentagon 9/11 Survivors Distribution Committee from 2006 until it ceased operations in 2008. She is a member of the Greater Reston Chamber of Commerce and served on its Board of Directors from 2005-2011. She is past President of the Dulles Rotary Club, a member of the Herndon Rotary Club, and an alumna of Leadership Fairfax, Inc. VISTA Wealth Strategies and Judy were a 2008 Best of Reston awardee for community service.
Born and raised in Denver, Colorado, Judy maintains her love of the West. She resides in the Herndon/Reston area. Judy enjoys travel, music, cooking, the arts, photography, reading, nature, and watching college basketball.
1The ranking of Forbes’ Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,850 advisors were considered, and 1,377 (14 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit https://www.forbes.com/best-in-state-women-advisors/#3763ea5c6b20. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
2The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of December 31, 2021, of the 603 considered for the Women’s Choice Award, 221 were named Women’s Choice Award Financial Advisors/Firms.
3Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,091 Washington, DC area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). For more information, please visit www.fivestarprofessional.com.
These awards are not indicative of the wealth managers’ future performance. Your experiences may vary.