Jodi Viaud, CFP^®

As a CERTIFIED FINANCIAL PLANNER™ professional, Jodi understands the importance of getting to know each client’s unique experience and relationship with money. Her work goes beyond reviewing what clients have accumulated; she focuses on understanding what they hope to achieve and helping them move forward with clarity and confidence.

As a woman, business owner, and financial professional who has navigated her own personal challenges, Jodi is able to relate to many of the concerns, fears, and opportunities clients face throughout their financial lives.

As Partner of the firm, Jodi has worked alongside Christina Nash since 2011 to create an environment where clients feel comfortable, supported, and empowered to take control of their financial journey and move ahead on their “Path Forward.” Jodi views her role not only as an adviser, but also as a coach and teacher. She takes great care in educating her clients so they understand their goals, the decisions in front of them, and the path needed to reach them.

In addition to mentoring and coaching her clients, Jodi is also committed to mentoring incoming advisers on her team and throughout her professional networks. She is an active member of The Financial Planning Association® (FPA®), an organization committed to supporting practitioners who want to master the practice of financial planning and help shape the future of the profession. She is also a member of the Financial Services Institute, Inc. (FSI), where she supports advocacy efforts that protect the financial services industry and the clients it serves.

You may have seen Jodi on the YouTube series, “Tuesday Tip in Under Two Minutes,” or through her monthly Financial Wellness campaign, where she breaks down financial topics in a way that is clear, practical, and easy to understand. She is also a frequent expert contributor to Hopewell Valley Neighbors and Princeton Living regional magazines and has been featured in broader publications, including NJMoneyHelp.com, InvestmentNews, MarketWatch, Financial Advisor Magazine, and more.

Jodi is an active member of her community and enjoys participating in various local organizations and initiatives, including the Hopewell Valley Business & Community Association, the Princeton Mercer Regional Chamber of Commerce, Pennington Women in Business, and several nonprofit organizations throughout the Hopewell Valley community.

Jodi earned her Bachelor of Arts in Communications from Ramapo College of New Jersey and her Master of Science in Education Administration from Drexel University. She holds the Series 7, 63, and 66 registrations through the Financial Industry Regulatory Authority (FINRA), as well as life, health, and disability insurance licenses.

Jodi resides in Pennington, New Jersey, with her family. In her free time, she enjoys being outdoors, exploring the hidden gems of Mercer County, indulging her love of theatre, taking road trips with her family, and singing and dancing in the kitchen with her sons.