Beta Wealth Group Expands North County Coastal Office

Beta Wealth Group (BWG), a leading San Diego based wealth management firm, announced today that it is expanding services to clients in the North County coastal corridor, adding two executive wealth managers; Gary Grinberg and Alfred Moret, to its Cardiff office team, located at 2177 San Elijo Avenue, Cardiff-by-the-Sea, CA 92007.

Beta Wealth Group is growing on all fronts. The company opened its second office in Cardiff a few years ago, welcomed a new chief operations and compliance officer earlier this year, and eclipsed the $300 million mark in assets under management, making it one of the largest wealth management firms in all of San Diego. Beta Wealth Group founder, Jodi Vleck attributes this growth to applying its ongoing research and knowledge of the investment landscape, tax implications, and an intimate understanding of each client’s unique goals and circumstances to recommend the most suitable and pragmatic investment opportunities.

North County is well known for its affluence, especially in Encinitas, Carlsbad, Del Mar, Rancho Santa Fe, and Solana Beach, where the accumulation of wealth is steady and home prices range, on average, above one million dollars. These affluent North County coastal residents help drive economics in the San Diego region and many have achieved tremendous salary growth and/or successful entrepreneurship opportunities. The Beta Wealth Group team has over two decades of history serving high net worth investors, including c-level executives, engineers and scientists at San Diego’s leading corporations.

“Today, we’re thrilled to continue executing our growth strategy by adding two seasoned industry professionals to our team of financial advisors in Cardiff,” said Jodi Vleck, the firm’s founder and chief executive officer. Both Gary and Al have significant financial planning experience and add value to our team approach to servicing clients,” concluded Vleck.

Gary Grinberg earned a B.S. in finance from San Diego State University and has been serving clients as a financial advisor since 1985. He started his career with EF Hutton and left its successor, Morgan Stanley, in 2013 to become a principal in a new firm. Gary’s specialty is executing personalized, long-term strategies that align with the financial objectives of his clients. Gary lives in Encinitas with his wife of 32 years, Nancy. In his free time, Gary enjoys exercising, reading, skiing, listening to music, hiking, biking and watching the San Diego Padres.

Alfred T. Moret has over 30 years of financial planning leadership and extensive experience working with high net worth investors. After graduating from San Diego State University with a B.S. in finance, he started his 30-year career with Dean Witter/Morgan Stanley as an account executive. During his tenure, Alfred was promoted to associate vice president, vice president and then branch manager before retiring from the firm in 2008. He believes in adhering to a disciplined approach to wealth management to assist clients in meeting their financial and life goals. Alfred resides in Carmel Valley with his wife of 33 years, Joan, a registered nurse, and their two labradoodles. Away from the office, Alfred’s passions include spending time with family, restoring classic cars, reading, golfing, playing guitar, and surfing.

Both men have been North County residents for over 37 years and support a variety of non-profit organizations and charitable programs to benefit their communities.

About Beta Wealth Group

Beta Wealth Group advisors offer more than two decades of expert financial consulting, education and experience. This deep expertise allows the firm to be a highly effective conduit for clients. Applying its knowledge of the investment landscape, tax implications, and an intimate understanding of each client’s unique goals and risk levels, BWG distills a universe of choices down to the most suitable and pragmatic opportunities. These opportunities are then pursued with intelligence, energy and a healthy amount of caution.

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