

Jodee Lownsbury
Director of Financial Planning
BetterWealth
United States, California, San Jose
About Me
Jodee has worked for several financial services firms and currently is the Director of Financial Planning for BetterWealth. Everyone on our staff provides concierge service for client accounts, and Jodee’s early career in hospitality services at a California destination resort hotel elevates our team approach. For BetterWealth, Jodee’s specialty area is financial planning, and you can expect her guidance in helping gather your information, analyzing your retirement planning options and producing the reports to let you know if you are on track. Jodee knows what it takes to stay disciplined and achieve her own goals. Not too long ago, she was a stand-out on and off the court with her universit
Profile Information
Director of Financial Planning
BetterWealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Jose
California
United States
May 15, 2024
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