Jodi Vleck (CFP)

Jodi Vleck focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Jodi Vleck, the founder of Beta Wealth Group, an independent San Diego-based firm, has been a financial advisor since 1998.

Her 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 professional and an educator help her deliver clear, insightful advice and recommendations to her clients.

Named one of the best wealth managers by the readers of San Diego Magazine*, seven consecutive years (2006-2012).

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. A recent graduate of the College for Financial Planning and a member of the Financial Planners Association, she is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Specialties:Our clients are a diverse, discerning group. And because we work with such a broad array of people, we offer a truly comprehensive and sophisticated range of services.

As Independent Advisors, we access to powerful resources, specialized expertise and a variety of investment alternatives to help build a solid, sensible plan designed to both preserve success and support higher goals.

NAPFA Start Date

May 13, 2016

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This Office

11421 W Bernardo Ct San Diego, CA 92127-1639 Phone: (858) 207-3377