Beta Wealth Group and Jodi Vleck
IN THE NEWS
As seen in Bloomberg Businessweek
Bloomberg Businessweek, https://www.bloomberg.com/businessweek, February 26, 2024, pages 54-57.
Five Star Professional’s (“Five Star”) wealth manager award is intended to recognize local wealth managers that promote professional excellence. Five Star identifies pre-qualified candidates by collecting nominations and verifying validity. Award candidates that do not pass Five Star’s regulatory and consumer complaint review process are removed from consideration. Award candidates who wish to be ranked complete an evaluation form. Five Star’s evaluation criteria may include, but is not limited to: client retention rate, non-institutional discretionary and/or non-discretionary client assets administered, client households served, and education and professional designations.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Manager is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of their clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Manager. Rankings are generally limited to participating advisors. The Wealth Manager does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
More information about the 2024 award can be found on the Five Star Professional website via the following link https://fivestarprofessional.com/awardwinner/22307 .
San Diego Business Journal, www.sdbj.com, April 24, 2023, pages 22-24.
Beta Wealth Group is proud to announce that Jodi Vleck, CFP® has been named a Five Star Wealth Manager by San Diego Magazine and Five Star Professional.
San Diego Magazine, January 2022, pages FS-1 through FS-10. www.fivestarprofessional.com
Jodi Vleck chosen as a 5 Star Wealth Manager for 2021
The Five Star Wealth Manager awards recognize professionals in the financial services industry who are committed to excellence.
2,218 San Diego-area wealth managers were considered for the award; only 231 (10% of candidates) were named 2021 Five Star Wealth Managers.
Jodi Vleck is Nominated and Selected as a Finalist for San Diego Business Journal’s Business Women of the Year 2020 Awards.
"The San Diego Business Journal recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Special Report will showcase sponsors, judges and nominee bios/photos. Awards recipients will be announced during the event.”
A Solid Financial Plan Will Survive the Noise of 2020
A global pandemic, social unrest and a pending presidential election have made 2020 rife with uncertainty, but a strategic, long-term wealth plan could provide much-needed stability during trying times.
Jodi Vleck, Certified Financial Planner (CFP®), aims to help her clients reach ultimate financial freedom through holistic, comprehensive planning. That means counseling them through tough times to ensure rash decisions don’t lead to financial catastrophes.
October 17, 2020; article by Lauren Glendenning
Award-Winning Wealth Manager Expands Offices Into Park City, Utah
"The residents of Park City are much like those we have serviced for 20+ years in San Diego,” said Jodi Vleck. “They enjoy being outside, are outgoing, social and environmentally conscious. They are savvy and strive to make their money work for them to continue to enjoy the things they love to do. We take the time to know our clients, their aspirations, and long-term financial goals. I have no doubt we can do the same for people in Park City.”
October 6, 2020
Jodi Vleck named a Top Wealth Advisor Mom for 2020
The fourth-annual list has expanded to feature 500 of the most successful mothers working in financial advising today and is published by Working Mother in partnership with SHOOK research, who are committed to helping families economically recover from COVID-19. Get ideas from some of these moms for securing your own financial future, in the wake of the pandemic.
Jodi Vleck Named in Women in Finance 2020: Extraordinary Leadership
San Diego Business Journal is honored to celebrate “Women in Finance 2020.”
We are saluting women executives in the banking and finance community who are making great strides in this industry.
We also applaud these companies who support Women in Finance.
Forbes Features Jodi Vleck as a Top Women Wealth Advisor for 2020
The 1000 women on the 2020 list manage nearly $920 billion in client assets, and nearly one-in-five manage at least $1 billion. This year's Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
Jodi Vleck Named a Forbes Best In State Wealth Advisor 2020
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.