Jodi Vleck, CFP®
Jodi Vleck, CFP® is the CEO and Founder of Beta Asset Management. With more than 20 years of experience in wealth planning and portfolio construction, Jodi has worked with individuals, family offices and institutions around the country, constructing and executing portfolio strategies that meet the needs of each investor’s needs and goals. Jodi’s responsibilities include portfolio construction, investment strategy, business development and client relationships, among others.
In 2009, Jodi developed the firm’s premier portfolio overlay strategy—the Beta Enhanced Income Strategy. Initially available to only a handful of high net worth clients, the sophisticated Put Write strategy also employs leverage in an effort to generate desirable income while maintaining and protecting principal. The value of the option overlay strategy quickly became apparent, with more than $40 million now allocated to the Beta Enhanced Income Strategy. In 2019, Beta Asset Management, the institutional arm to Beta Wealth Group, was formed in an effort to meet the demand and needs of institutional investors seeking access to third-party income generating overlay strategies, with proven track-records, for their own managed portfolios.
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.
Jodi has been named one of the top wealth managers by the readers of San Diego Magazine* for 14 consecutive years, a Forbes’ Best-In-State Wealth Advisor, a Barron’s Top Independent Advisor, and a Top Wealth Advisor Mom by Working Mother Magazine. She frequently serves as a valuable resource for the financial media, as well as a speaker and a number of industry conferences, including the Charles Schwab Impact Conference and the Markets Group Private Wealth Forum.
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 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