Advisor at Vantage Point Investments, Inc.
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Bodi Nageli is a financial advisor at Vantage Point Investments, Inc. He holds a Series 65 credential and has been with the firm since 2026. Prior to his current role, Nageli worked at Utah Valley University and Holmes Homes, and has experience at Waialae Country Club and Hawaii Pacific University. Vantage Point Investments is a small, fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction using diversified strategies including ETFs, mutual funds, individual securities, and limited options, alongside ongoing portfolio management and financial planning services.
Based on Vantage Point Investments, Inc.
Based on Vantage Point Investments, Inc.
Herriman, UT
Utah
Vantage Point Investments, Inc.
2026 - Present (1 year)
Utah Valley University
2023 - 2025 (2 years)
Holmes Homes
2023 - 2025 (2 years)
Waialae Country Club
2022 - 2023 (1 year)
Hawaii Pacific University
2021 - 2023 (2 years)
Full Time Student
2016 - 2023 (7 years)
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