Jodi Vleck, CFP®
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 14 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. Jodi is also a Certified Financial Planner™ with nearly 20 years experience.
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 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