Jodi Vleck, CFP®, founder of Beta Wealth Group, a leading independent San Diego-founded firm that has just expanded to Park City, has been a financial advisor since 1998. Her approach to wealth planning and management is consultative, emphasizing objective, educated financial decision-making. “All too frequently,” Jodi says, “important financial matters are determined based on impulse and emotion instead of facts and analysis.” Before establishing Beta Wealth Group, Jodi served as a financial consultant with the investment services division of Addison Avenue Federal Credit Union and as a qualified plans specialist with Western Capital. Prior to her financial services career, Jodi taught g