Meet your Advisory Team! Our advisors have expertise in real-world portfolio management and comprehensive financial planning and have earned top designations in the industry including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®).
advisory team
Jodi Karambela, CFP®
Founder & President
Financial Experience
- 25+ Years
Education
- Certificate in Personal Financial Planning, UC Berkeley
Designations
- Certified Financial Planner (CFP®)
Areas of Expertise
- Trusts and estates
- Bonds and fixed income
- Financial planning
- Charitable giving
Community Involvement
- MJC Foundation (current board member)
- Great Valley Museum (past president)
- Dodge Ridge Ski Patrol (past volunteer)
- American Red Cross (Tiffany’s Circle)
Michael Abram, PhD, CFA
Principal & Portfolio Manager
Financial Experience
- 8 Years
Education
- PhD Mathematics, University of Southern California
- MA Mathematics, University of Southern California
- BS Mathematics, University of the Pacific
- BA Music, University of the Pacific
Designations
- Chartered Financial Analyst (CFA)
Areas of Expertise
- Investment management
- Tax planning
- Advanced spreadsheet modeling
- Compliance
Community Involvement
- Modesto Parent Participation Preschool (treasurer)
- Cassandra Abram for Turlock City Council 2022 (campaign finance consultant)
Support Staff
Mallory Sise
Paraplanner
Education
- BA Business Administration (concentration in Finance), CSU Stanislaus
Areas of Expertise
- Financial planning
- Social Security income planning
- Senior living planning
Amy Genasci
Client Service Associate
Prior Experience
- Paralegal and Legal Secretary for over 15 years
Credentials
- Notary Public
Areas of Expertise
- Client service
- Record keeping
- Compliance
Tim Abram
Director of Technology & Marketing
Education
- PhD Bioengineering, Rice University
- MS/BS Biomedical Engineering, Cal Poly SLO
Areas of Expertise
- Computer programming
- Data visualization
- Design
Paulette Cooper
Bookkeeper
Prior Experience
- Operations Manager at Integral Wealth Management
Areas of Expertise
- Bookkeeping
- Human resources