Selleck Wealth Management
Financial Life Planning for Individuals and Families
Jodi A. Selleck, CFP
Selleck Wealth Management
At Selleck Wealth Management, we believe thoughtful planning for both life’s expected and unexpected events is something everyone should have access to.
From protecting your new family from financial hardship, to planning for a financially independent retirement and beyond: Our mission is to provide you with an unbiased, comprehensive perspective to achieving your financial goals.
Getting to know you and your unique circumstances and concerns is our first priority and the foundation for building a trusted relationship. Through collaborative discussions, we will work with you to:
- Determine where the strengths and potential weaknesses are in your financial life.
- Develop a step-by-step plan to help guide you to your desired financial outcome.
- Assist you with implementation of the plan and coordinate with your CPA, Estate Planning Attorney, and other professionals when appropriate.
- Monitor the progress of your plan and recommend adjustments as needed.
- Maintain an on-going relationship to help you stay on track and reevaluate your plan as your life circumstances change.
Our services are provided on a fee-only basis.
Jodi Selleck, CFP® is the founder and President of Selleck Wealth Management. Jodi began her career in financial services over 20 years ago, and spent over a decade working with high net-worth clients in private equity and tax-advantaged investments.
After witnessing the devastating consequences that over concentration of assets and lack of comprehensive financial planning caused for many people during the great recession, Jodi was motivated to prepare and sit for the Certified Financial Planner exam.
As a Certified Financial Planner professional, she is committed to helping her clients look at their financial lives as a complete picture and with a long-term perspective. She is passionate about helping her clients achieve their financial goals; but, more importantly, to have greater peace of mind by taking control of their financial circumstances.
Jodi Selleck is active in the Orange County chapter of the Financial Planning Association (FPA) and serves on the Pro Bono/Community Outreach Committee. She is also a member the OC Care Team and currently serves as Treasurer.
Jodi lives in Costa Mesa with her husband David, their son, her elderly mother, and their dog Lola. In her spare time she loves spending time outdoors with her family, practicing yoga and Pilates, and trying out new recipes.