Jodi  Viaud,  CFP<sup>&reg;</sup> - Financial Advisor

Jodi Viaud, CFP®

Knox Grove Financial, LLC

2 Tree Farm Rd Ste B100
Pennington, NJ 08534
(609) 216-7440 CONNECT WITH Jodi
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General

Jodi Viaud is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Knox Grove Financial, LLC in Pennington, NJ and the surrounding communities.

Financial Advisor Overview

We are a team of Certified Financial Planners™ dedicated to meet a client wherever they in their financial journey and advise them on their Path Forward . “Knox Grove” is the name of a beautiful location in Washington Crossing Park, NJ. The grove leads to a series of hiking trails, of varying degrees of difficulty. Think of these trails as life’s financial challenges. Just like the hiker who attempts these trails, you will face financial challenges in your life that can leave you feeling overwhelmed. When you travel to places unknown, it’s often good to hire a guide that can help you through obstacles along the way. And we understand that no two paths are the same; some are rocky, some are steep, but we’re here to help you along the way.

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Financial Advisor Experience

As a CERTIFIED FINANCIAL PLANNER™ professional, Jodi understands the importance of discerning her clients’ experience and relationship with money, not only looking at what they have accumulated, but understanding what they are trying to achieve. As a woman and business owner who has experienced her own personal struggles, she is able to identify with the many challenges and fears that clients face in their financial lives. As Partner of the firm, Jodi has worked with Christina Nash since 2011 to create an environment in which clients feel comfortable and empowered to take control of their financial journey and move ahead on their “Path Forward.” Jodi understands the importance of a being a coach and teacher and takes great care in educating her clients, so they understand their goals and the path needed to reach them. Not only does Jodi mentor and coach her clients, but she is also a mentor for other advisors through the Advisor Group “Mentor Connect” program, where she focuses on guiding financial advisors with their career path to become more effective professionals in the industry. She also acts as a CFP® professional mentor, helping other advisors prepare for the CFP® exam. She is an active member of The Financial Planning Association® (FPA®), an organization committed to practitioners who want to master the practice of financial planning and help shape the future of the profession. And lastly, she is a member of the Financial Services Institute, Inc (FSI), where she supports the advocacy efforts of protecting the Financial Services industry and their clients. You may have seen Jodi on the YouTube series, “Tuesday Tip under Two Minute,” where each month she breaks down various financial topics, so they are easy to understand. She is also a frequent expert contributor to the “Hopewell Valley Neighbors” and “Lawrence Neighbors” regional magazines. Jodi earned her Bachelor of Arts in Communications from Ramapo College of NJ and a Master of Science in Education Administration from Drexel University. She holds the Series 7, 63, and 66 registrations from the Financial Industry Regulation Authority (FINRA) along with holding her life, health, and disabilities insurances licenses.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NJ, PA
  • Health/disability insurance: NJ, PA
  • Fixed annuities: NJ, PA
  • Variable annuities: NJ, PA, GA, FL, SC, NC, NY

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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