Judy Polak | Women of Impact 2026

JUDY POLAK

Financial Advisor

Anchor Wealth Strategies

I am the founder of Anchor Wealth Strategies, which helps pre-retirees and retirees clarify their financial goals so they can plan the life they’ve always wanted. Since 2001, my goal has been to help clients navigate uncertainty, simplify the complex, and move forward with clarity and a plan.

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PRESSING QUESTIONS

How I knew this was my passion

In high school, we learned about investing and I loved it, but it wasn’t until after college that I knew it was my calling.

Biggest challenges in my career

Helping people overcome fear and procrastination. Many wait too long to start.

My first job and what it taught me

My first job was in fast food, and it taught me the value of hard work and the value of a dollar.

A nonprofit I wish more people knew about

CASA — I am actually a volunteer.

What keeps me coming back to my job every day

Knowing my clients depend on me. I love that what I do can make an impact on their lives.

Best career moment so far

Taking a leap of faith to leave my previous firm and build Anchor Wealth Strategies.

A skill I never expected to need in this field

Emotional intelligence — understanding how clients feel about money is just as important as the numbers.

One practice I use to maintain my mental health

Pilates and yoga.

Best advice I ever received

Keep showing up, do the work and never give up.

The one thing I wish people knew about my field

Time is your greatest asset.

The first thing I do to course-correct when I hit a wall

I call a trusted friend who is also a financial advisor.

IN THE DETAILS