|CFP®, CEO, Wealth Manager - Beta Wealth Group
Jodi Vleck, CFP®, CEO of Beta Wealth Group has over 2 decades of experience in multi-generational wealth planning and portfolio management. Since independently founding her firm in 2009 Jodi has worked with individuals, family of ces and institutions around the country, constructing and executing portfolio strategies that match each investor’s goals. Her female founded and led company continues to make waves in the finance industry, setting a precedent of excellence for other San Diego based firms.
Her mission is to reinvent the financial services sector by using her consultative and holistic approach. She emphasizes objective, knowledge-based financial decisionmaking. Her priority is to educate and guide her clients towards a portfolio design that is based on facts and analysis, rather than impulse and emotion. “What we do here at Beta Wealth is so much more than portfolio construction and management. We aspire to ensure that our investors truly understand what we are doing and why. That is how we build trust. That is how we build life-long relationships.”
Jodi is a CERTIFIED FINANCIAL PLANNER™ practitioner, active member of the San Diego CFA Society and NAPFA (National Association of Personal Financial Advisors). She has been named one Forbes’ Top Women Advisors and a Forbes Best in State Advisor for 2020, as well as one of the top wealth managers by readers of San Diego Magazine for 15 consecutive years.