Experienced advisors and a team of experts.
Your investment portfolio is only one aspect of your entire financial plan, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs.
In addition, we work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
Having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
As fiduciaries, our advisors are dedicated to placing our clients’ best interests at the forefront of every decision.
Trusted Financial Guidance
Our clients value the peace of mind that comes from knowing that we work with them to provide comprehensive services across a broad spectrum of financial planning concerns. Our experience can uncover opportunities that might otherwise remain hidden.
Tailored Recommendations
We provide businesses and families with financial recommendations that fit their unique needs. Whether you’re a business owner seeking strategic advice or an individual planning for retirement we’ll provide advice that suits your needs.
Industry Experience
With over 60 years of combined experience in financial services, we have the experience to lead you through complex situations, and help you stay the course towards your goals.
Certified Financial Planner® (CFP®)
We have CFP® professionals on staff who have met rigorous education and ethical standards. Becoming a CFP® is a difficult and stringent process, but it provides our clients with a recognized standard of excellence.
Meet Our Team
Jason Dudum
Helping business and families secure their financial legacy has been at the crux of Jason’s life work. A commitment to serving his clients with unwavering leadership has led Jason to the top of his profession. Jason and his team of advisors work tirelessly to ensure that their clients life goals are kept in focus while keeping abreast of ever changing opportunities. For over 20 years Jason has reaped the personal satisfaction of being looked at as the trusted source in his clients financial future. Jason is married with 3 children and resides in Alamo, CA. He enjoys golf and coaching his kids in basketball.
Isabelle Alexander, CFP®
Isabelle joined 1925 Financial in 2013 as an intern during college. After graduating from Central College with a bachelor’s degree in Business and Spanish, she began her career in client service and shortly transitioned to wealth advising. Isabelle enjoys building financial plans for her clients and helping them attain their financial goals. She provides services in investment management, as well as estate, retirement, college, and insurance planning. She earned her Certified Financial Planner® designation in 2018. In her free time, she enjoys spending time with her husband, two sons and daughter.
Kristine Anile, CFP®
Kristine joined 1925 Financial in 2021 and currently has 9 years of experience in investment and insurance planning. She holds the Series 7, 63, and life insurance licenses and earned her Certified Financial Planner® designation in 2023. She enjoys her support role in helping clients reach their goals while instilling a better understanding of their financial lives. Kristine graduated from the State University of New York at Stony Brook with a bachelor’s degree in economics and she enjoys spending time with her husband and young daughter.
Rachel Dawes, CFP®
Rachel joined 1925 Financial in 2024 and currently has 10 years of experience in retirement, investment and financial planning. She holds the Series 6 license, earned her Certified Financial Planner® (CFP®) designation in 2018, and holds the Chartered Financial Consultant (ChFC®) and Certified Retirement Counselor (CRC®) designations. She works closely with retirement plan sponsors to provide guidance on retirement plan compliance and participant education. Rachel graduated from The Ohio State University with a Bachelor of Science in economics. Outside of work, Rachel enjoys hiking with her husband and dog.