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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
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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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