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Certified Financial Planner™ Certificate Program

Meet Your Instructors



Ashish Bajaj Headshot

 

Ashish Bajaj, CFP® 

CERTIFIED FINANCIAL PLANNER™

 

Ashish has been a financial planner since 2013. He earned his CFP® designation in 2016 after completing the Zahn Partnered Program at the University of North Florida.

 

Prior to becoming a financial planner, Ashish was a management consultant and medical association executive. He held several positions at the American Medical Association, including Director of International Medical Graduate and Senior Physician Services, where he was responsible for leading two of the AMA’s largest physician groups. He also spent several years working as a strategy consultant at Booz Allen Hamilton, specializing in organizational design, change management and strategic communications.

 

Ashish received his Bachelors in Biology from the University of Chicago and his MBA from Emory University. He has been active in a number of charitable and civic organizations in Jacksonville including the League of Women Voters, the Jacksonville Dance Theatre, the Performers Academy, and JCCI. In his spare time, Ashish enjoys traveling and spending time with his family.

 

Ashish is an adjunct faculty member at the University of North Florida and a member of FPA of Northeast Florida.

 

 




Headshot of David Hudson

 

David Hudson, CFP® 

CERTIFIED FINANCIAL PLANNER™

 

David is a financial planner in Jacksonville Beach and part of a larger practice group with offices in Florida and Georgia. His primary work involves the assembly, implementation, and ongoing management of financial plans for professionals and small business owner clients across the county.

 

David brings to his personal practice over 27 years of diverse financial services experience including time in retail banking, insurance, and investment advising. He completed the Zahn review course in July 2015 and earned his CFP® designation in August of that year.

 

In addition to earning the CERTIFIED FINANCIAL PLANNER™ practitioner certification, he has also held the Chartered Retirement Planning Counselor® designation since 2012, is FINRA Series 7 and 66 securities registered, and holds Life and Annuity insurance licenses in multiple states.

 

As the son of two military parents, David traveled the U.S. extensively while growing up and still loves to explore in his free time. He also developed a love of hockey living in Alaska and Michigan as a child, and while attending college in upstate New York. He can be found most weekends playing in local adult hockey leagues and spending time with his family.