Jodi Vleck Selected as a Finalist for Business Women of the Year Awards
The San Diego Business Journal (SDBJ) is recognizing dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities through their Business Women of the Year Awards 2020.
Jodi Vleck, founder and CEO of Beta Wealth Group, was nominated and announced as a finalist earlier this week.
Jodi takes a consultative approach to financial planning, emphasizing objective, knowledge-based financial decision-making. Her priority is to educate and guide her clients towards a financial plan that is based on facts and analysis, rather than impulse and emotion.
Every financial plan developed is original – unique to the person behind it. When selecting individual investments, Jodi does not simply research solid opportunities; she seeks out matches – opportunities that are not only financially sound and worthwhile, but that suit who you are and what you believe in. Beta Wealth Group provides 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. Additionally,
Jodi is a CERTIFIED FINANCIAL PLANNER™, with over 20 years of experience in wealth planning and portfolio construction.
For 16 consecutive years she has been named one of the top wealth managers by readers of San Diego Magazine.
Jodi is regularly awarded by Forbes, Barron's, Wealth Management.com and Working Moms.
Jodi 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 Vleck has partnered in the past with the La Jolla Institute of Immunology to enhance education on disease and viruses, and by matching client contributions with her firm raised over $12,000 for coronavirus research crucial to expediting the discovery process for new therapies and vaccines for COVID-19.
The awards event will be held Thursday November 19th at 2pm PST. During the event SDBJ will showcase sponsors, judges and nominee bios/photos. Awards recipients will be announced as well, and it is free to attend!
“What we do here at Beta Wealth Group 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.”
