Jamie Wood is a valued financial advisor and a partner at Artiea Capital Management, where she specializes in helping individuals and families navigate the complexities of financial planning and retirement. With over two decades of experience in the financial industry, she brings a thoughtful, personalized approach to wealth management, guiding her clients toward financial confidence and longterm security.
As a Chartered Retirement Planning Counselor (CRPC®), Jamie has a deep understanding of retirement strategies, estate planning, and investment management with tax planning all in mind. She leverages behavioral finance principles to help clients make informed financial decisions, ensuring they stay on track with their goals even in the face of market fluctuations or emotional predispositions. Her approach is rooted in education and empowerment, allowing her clients to feel more confident in their financial future.
A graduate of UC Santa Barbara, Jamie blends analytical expertise with a warm, client-centered approach. Jamie began her career at Wells Fargo Bank, where she gained valuable experience in banking and investment services. While working there she held roles as a Premier Personal Banker, VP Bank Branch Manager, and Corporate Learning and Development Consultant across Southern California. In 2011, she joined Artiea Capital Management, an independent ensemble practice committed to providing tailored financial solutions. In 2022, the firm partnered with LPL Financial, a strategic move that expanded the resources and technology available to clients while maintaining the boutique, clientfocused experience that sets Artiea apart.
Jamie's professional insights and expertise have earned her a place in the Forbes Business Council, where she contributes thought leadership on financial planning, investment strategies, and wealth management best practices. She takes pride in building lasting relationships with her clients, many of whom she has guided through multiple life stages—from wealth accumulation to retirement and legacy planning.
Outside of work, Jamie enjoys a dynamic and adventure-filled life with her husband and their two young adult sons. As an avid traveler, she loves exploring new destinations, embracing different cultures, and seeking out outdoor experiences. Her family is actively engaged in their local community and sports organizations, reflecting their shared commitment to fostering strong connections and giving back.
Whether she’s guiding clients through financial transitions, contributing insights to industry discussions, or embarking on her next outdoor adventure, Jamie remains dedicated to her mission: helping people achieve financial clarity, confidence, and success.
CA Insurance License Number: 0E30575. Resident State CA
CRPC conferred by College for Financial Planning.