Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Financial Advisor Jody P. Jody joins us from California.
Jody has joined the firm as a Financial Advisor, bringing over two decades’ of experience in tax preparation, estate planning, and financial strategy to the team. She is a licensed attorney in California with a strong background in estate planning. For more than 20 years, she has worked with GFS, Inc., helping individuals and business owners navigate complex tax and financial matters. Her deep expertise in tax planning is the cornerstone of her approach to comprehensive financial guidance.
Her holistic approach ensures that clients receive coordinated advice across taxes, investments, and estate planning—helping them achieve both financial efficiency and peace of mind.
“I’m excited to join Vanderbilt Financial Group, a firm whose mission and values align with my own commitment to client-centered, ethical, and forward-thinking financial planning. This partnership allows me to expand the resources and strategies I can offer my clients as they plan for their futures.” – Jody P.
“Jody’s background as an attorney, combined with more than two decades of experience in tax and estate planning, brings exceptional depth to our firm. Her client-centered approach aligns with Vanderbilt’s GRITT culture.” – Joe Trifiletti, President.