Beta Wealth Group
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Jodi’s approach to wealth planning and management is consultative, emphasizing objective, educated financial decision-making. “All too frequently,” Jodi says, “important financial matters are determined based on impulse and emotion instead of facts and analysis.”
Before establishing Beta Wealth Group, Jodi served as a financial consultant with the investment services division of Addison Avenue Federal Credit Union and as a qualified plans specialist with Western Capital. Prior to her financial services career, Jodi taught government and economics. Her experience as both a financial professional and an educator helps her deliver clear, insightful advice and recommendations to her clients.
Jodi’s investment philosophy is based on modern portfolio theory, a concept that won Harry Markowitz the Nobel Prize in economics. “I believe in in-depth analysis, risk management and appropriate asset allocation,” she explains.
“Although many of my clients are familiar with key principles – such as standard deviation and covariance – essential to financial economics, many others would like to gain a general understanding of these concepts and how they apply to their portfolios. My teaching experience and consultative approach enable me to provide them with that context,” says Jodi.
Named one of the best wealth managers by readers of San Diego Magazine* for eight consecutive years, in 2012 Jodi chose to become a registered investment advisor. It enables her to base her advice solely on the merits of individual investments and the specific situations of her clients.
Jodi holds Bachelor of Science degrees in both political science and communications from Western Michigan University, as well as a Bachelor of Science in secondary education from Eastern Michigan University.
Bachelor of Science, Political Science, Western Michigan University
Bachelor of Science, Communications, Western Michigan University Bachelor of Science, Secondary Education, Eastern Michigan University
Dean’s List Honoree, nine consecutive semesters
Cum Laude Graduate
Series 6: Investment Company Products/Variable Contracts Limited Representative
Series 7: General Securities Registered Representatives
Series 9/10: General Sales Supervisor
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Advisor
Long-term Care Planning
Financial Planners Association
League of Women Voters
Eastern Michigan Alumni Association
Western Michigan Alumni Association
Alpha Chi Omega Alumni Association
Rancho Coastal Humane Society
Jodi Vleck is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that’s precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals.
As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth. So we adhere faithfully to proven principles and approach our work with an academic attention to detail.
The work we do is technical and complex, requiring a high degree of skill and a considerable amount of knowledge. But it is also a human business, asking that we truly understand the people behind the numbers. The families and individuals we serve are an important part not only of our livelihoods, but of our lives. So, we take great care of them, treating their goals as our own and providing investment guidance and wealth management they can trust.
Together, we offer more than two decades of financial education and experience – and it’s this expertise that allows us to be such an effective conduit for our clients. Applying both our knowledge of the investment landscape and our understanding of each client’s unique goals and circumstances, we distill a universe of choices down to the most suitable opportunities. And then we pursue these opportunities with intelligence, energy and a healthy amount of caution.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jodi Vleck is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jodi Vleck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jodi Vleck is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jodi Vleck
16870 W Bernardo Dr
San Diego, CA 92127