Beta Wealth Group, Inc

Jodi Vleck is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Beta Wealth Group, Inc since 2012. She holds Series 63 and Series 65 licenses. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional sub-advisory services. The firm’s investment approach is individualized and includes the use of ETFs, mutual funds, stocks, bonds, option strategies, and delegated management.

Romy Brown is a financial advisor at Beta Wealth Group, Inc. with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Girard Securities, Inc. and Pacific Wealth Management, LLC. Outside of her advisory role, she is also a Notary Public in San Diego. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, including employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and consulting services, employing a personalized investment approach that includes the use of ETFs, mutual funds, individual securities, option strategies, and delegated money management.

Braxton Leicht is a financial advisor at Beta Wealth Group, Inc with two years of industry experience. Prior to joining Beta Wealth Group, he served 11 years in the U.S. Air Force. He is also a Special Agent with the U.S. Air Force Reserves Office of Special Investigations, conducting criminal investigations. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individualized portfolio construction using ETFs, mutual funds, stocks, and bonds, with additional strategies such as options and margin use, managing approximately $429 million for about 424 clients.