At Cudo Financial Inc., we understand that you are unique. We believe that your experience with investing should be unique as well.

We also believe that all investing should begin with a plan. By taking a planning approach, we are able to develop a personalized investment strategy that is tailored to meet your specific goals. We are dedicated to helping you develop a financial plan that can keep up with life’s dynamic changes.

Our goal is to build a dedicated and trusted relationship with each of our clients. We hope to help our clients achieve financial independence through personalized professional advice, sound risk management, and continual client education. At Cudo Financial Inc., we strive to provide a superior level of client service to ensure that our clients have an experience that is both personal and professional.

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Our Team

David Cudo

Registered Principle

Jamie Andresen

Operations Manager

Francisco Cisneros

Customer Service Representative

Charlotte Finster

Customer Service Representative