Beta Wealth Group Unclaimed
About
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).