At Beta Wealth Group, we believe there is an intricate, elegant science to the management and preservation of significant wealth. Our firm was started in 2009 by our CEO and Founder Jodi Vleck and for 15 consecutive years San Diego Magazine readers have rated her as a top wealth manager. Jodi is regularly featured in Forbes for being a Best in State and Best Woman Advisor and is a CERTIFIED FINANCIAL PLANNER™ Practitioner, fiduciary, fee only advisor as well as a member of the National Association of Personal Financial Advisors (NAPFA).
We have recently added David Leffel to the team as a Wealth Manager. David brings decades of experience in financial services and expert leadership. His background in engineering, investment management and client engagement allows David to understand the unique needs of clients and provide inventive financial guidance.
Read more about our talented team here.
We specialize in working with successful individuals and their families to customize a financial plan targeted to their goals. We know that your financial future is based not on what you make, but on what you keep. Using sophisticated risk management and tax-smart strategies, we can help you prepare both for what you want to do and what you need to do with your wealth. Our team has particular expertise in working with professionals and executives in the technology, engineering, life sciences, biotechnology and telecommunications software industries.