Social Network

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"Dudum Financial has provided us with a world class benefit offering while being extremely cost effective" – Monterey Peninsula Country Club, Pebble Beach
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"Dudum Financial is committed to helping shepherd us through the dozens of new laws created by healthcare reform" – Martis Camp, Lake Tahoe
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"It is very refreshing to experience the outstanding level of personal service provided by Dudum Financial" – Big Canyon Country Club, Newport Beach
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"With Dudum Financial, our staff has better coverage and far superior customer service now than we ever experienced before" – The California Club, Los Angeles
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"We would highly recommend Dudum Financial to our industry peers for any of their benefit needs" – Eldorado Country Club, Indian Wells

Dudum Financial is the leader in employee benefits for the golf and private club industry.  Our team of professionals provides innovative and comprehensive employee benefits programs to the most prestigious private clubs in the world.

Financial Services

Dudum Financial has an experienced team of financial professionals. We focus on wealth accumulation and preservation for families and business alike.

At Dudum Financial we work closely with our clients to develop the most effective plan tailored to their needs. Whether you are saving towards retirement or looking for help to secure your personal wealth, Dudum Financial can provide the guidance you need to help meet all of your goals.

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Specializing in:

  • Investment Portfolio Management
  • Alternative Investing
  • Tax-Managed Investing
  • Retirement Plans
  • Legacy Planning
  • College Planning
  • Insurance Services
  • Estate Planning

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At Dudum Financial our approach to asset management is traditional and time tested. We believe that protecting the assets you have worked hard to accumulate should be our primary focus. Our tireless approach to research means that your investment portfolio will hold positions that have been thoroughly evaluated and analyzed. Our due diligence process ensures that your investment portfolio will consist of historically strong performing companies and ideals.

1925 Life Brokerage

1925 Life Brokerage is the premier insurance general agency for wealth advisors in the United States.

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Events Calendar

09/18/2014

Keynote Speaker:  Jason Dudum - CEO, Dudum Financial.   Dudum Financial's CEO - Jason Dudum speaks in "Spotlight Sessions" at MDRT's Annual Event. The Spotlight Sessions put the CEO and their business in the limelight. These presentations demonstrate how a MDRT member used a specific sponsor’s product to achieve significant success in their business through examples, personal experiences and advice. Learn more about the event and register to attend on the event site here.View Event Details >

09/11/2014

Presented by:   Keith Dudum President, Dudum Financial.   Location: La Jolla Beach & Tennis Club, La Jolla Keith walks existing clients and industry knowledge seekers on trends and best practices for employee benefits for 2015.  This informative presentation will be held at the La Jolla Beach & Tennis Club in La Jolla, CA. Join us for the presentation followed by Q&A from attendees.View Event Details >

08/29/2014

Presented by:   Mike Bryant - Managing Director,  Dudum Financial.   Mike Bryant - Managing Director at Dudum Financial, walks clients and knowledge seekers through best practices and obstacles to avoid regarding Healthcare Reform in the upcoming year. Register Now by clicking on the "View Events Details >" button below and to the right.View Event Details >

FAQ

Simply navigate to our contact page or click here. Just fill out and submit the short form and one of our experienced representatives will contact you for an in depth consultation. Thanks in advance for the inquiry.