Many of us find ourselves stretched between aging parents & growing families. Shrinking health benefits are the norm, and economic uncertainty is making a lot of us nervous. And then there’s retirement..how’s that going to happen? 

Priority one At Selleck Financial is eliminating the guesswork. We are Certified Financial Planners™ (CFP®) and IRS Enrolled Agents (EA) whose aim is to empower you to make confident financial decisions.

Small & Laser Focused

We’re a small firm by intention because it allows us to give clients personalized and effective support, backed by decades of industry know-how. There are no cookie cutter solutions at Selleck Financial, you are unique and our entire process centers on that reality. 

We're Serious About Our Duty To You

We want you to feel informed and confident about your options. Selleck Financial's fee-only financial services ensure that we work only for you, without any conflict of interest. What does that mean?

Jodi A. Selleck is a Certified Financial Planner™ (CFP®) and IRS Enrolled Agent (EA). She earned her Bachelor of Science (BSM) in Business Management from Pepperdine University, Graziadio School of Business and Management

Jodi began her career as a personal banker and spent 10 years in private equity with an emphasis on tax-advantaged real estate investments. Motivated to serve her clients in the most beneficial manner, she went on to earn her CFP® designation and shifted her focus to comprehensive financial planning and tax planning for individuals and small business owners.

In 2017, a need for flexibility and time for family obligations led Jodi to form Selleck Financial Group. At Selleck Financial, Jodi can evaluate and focus on each client’s unique financial circumstances and needs. There are no “one-size-fits-all” solutions. From developing a plan to save for retirement, to a tax-efficient strategy for distributing income, to implementing investment strategies that align with client’s goals; she is committed to providing practical solutions and earning and maintaining her client’s trust,

Jodi lives in Costa Mesa, California with her husband and son, and their dog Halo. Time with family is the best time, and what drives Jodi to live a balanced and healthy life. She and her husband (also a financial advisor) strive to teach their son by example to live and serve with integrity.

She is a member of the Orange County Financial Planning Association (FPA) and currently serves on the Pro Bono Committee. Jodi is passionate about sharing her knowledge to help empower others and regularly volunteers with organizations that provide services for the underserved, women, children, and seniors.

When she’s not working, you can find Jodi at one of her son’s many sports events, working on her cooking skills, practicing Pilates and yoga, or enjoying time with family and friends. She and her family also love camping and taking long road trips to explore our beautiful country.