Broker Check
Jamie Wood, CRPC®

Jamie Wood, CRPC®

Partner

As a financial advisor and a Chartered Retirement Planning Counselorâ„ , CRPC®, Jamie works with our clients to understand their financial goals and creates a plan to help them implement a financial road map. That plan is the basis of our investment and strategy recommendations which will be modified and redirected as necessary as clients’ needs and desires change over time.

Jamie earned her bachelor’s’ degree majoring in Law and Society from the University of California, Santa Barbara. Jamie’s first ten years in the Financial Services industry began in 2001 in the retail banking channel. She grew from a service role, to a Premier Banker, Bank Branch Manager, Vice President, and Corporate Learning and Development Trainer supporting the Los Angeles and Orange County markets. By good fortune, Jamie met up with the founding partners of Artiea Capital Management as they were forming their new independent firm. Not long after, Jamie joined the team and used her experience to expand the planning and investment strategies used today.

Jamie encourages clients to collaborate with their estate attorneys and tax professionals to achieve a holistic investment planning team. Together each professional can provide advice on areas of their specialty with the clients’ best interest in mind. Jamie also uses this same team approach with Artiea Capital Management helping ensure the business operates in a professional and timely manner.

Away from work you’ll most likely find Jamie supporting her husband and two sons on a local baseball or football field or karate studio. Both parents are actively involved in helping their community in which they grew up in and now raise children of their own. On her own time, Jamie looks forward to walking for various charities with their dogs, visiting beaches, hiking trails, boating, and attending sporting and concert venues locally. Traveling to new destinations and being immersed in various cultures tops Jamie’s favorite ways to spend time with her loved ones.

CA Insurance License Number: 0E30575. Resident State CA

CRPC conferred by College for Financial Planning.