Profile

Jodi Gambini*

Financial Advisor

[email protected]

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Jodi is also a registered as an Investment Advisor Representative (IAR) with 20/20 Capital Management, Inc. and provides fee-based financial planning and fee-based investment services to clients through her relationship with 20/20 CMI.

Jodi has extensive experience in the areas of banking, goal setting, relationship building, wealth management & wealth coaching. Jodi brings a full suite of services and planning options to her clientele. 

Additional Information

  • 15+ years broad experience in financial services with RIA’s, Broker-Dealers and Banks including (Waddell and Reed, Wells Fargo Investments, BBVA Wealth Solutions, Inc.,)
  • Licensed Financial Advisor with 20/20 Financial Advisers of Sacramento.
  • Investment Advisor Representative (IAR) with 20/20 Capital Management, Inc.
  • Previously licensed banker, registered representative,  insurance agent, financial consultant and chapter ambassador (LeTip International).