It’s never too early to plan and save for retirement. Time passes so quickly.
As a Financial Advisor at One Degree Advisors, Jody helps clients and institutions in the selection, management, and implementation of investments.
Since 1977, Jody has helped clients weather tough markets and develop strategies to accomplish their goals. Prior to becoming an advisor, he spent nineteen years in commercial banking, most recently as President and CEO of a regional bank. In addition to advising, Jody has authored numerous published articles and has given lectures covering investments and banking.
Jody earned his degree at the Pacific Coast Banking School at University of Washington and completed the University of Southern California Financial Planning program. Jody has earned the CERTIFIED FINANCIAL PLANNER™ certification and is a credentialed instructor in the areas of finance for the California Community College System and the American Institute of Banking.
When outside of the office find me spending time with my wife, Mona, our 3 children and 14 grandchildren; charitable activities with my friends at Kingdom Partners, World Help and golfing! On My Bucket List: We’ve been blessed to have done so many of the things we’ve wanted to do but hope someday to attend our grand children’s college graduations and weddings.
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8880 Rio San Diego Drive, 1000
San Diego, CA 92108
Phone : 619.282.3288
Fax : 619.280.9553