Broker Check
Jodi Petersen

Jodi Petersen

Client Services Associate

For Financial Inquiries:
For Tax Inquiries:

Jodi Petersen is our Client Services Associate at CPA Financial Advisors, Inc. She joined the team in December 2017. Jodi graduated from Iona College in New York, with her BBA in 2013, with a concentration in accounting. Jodi played softball for Iona, winning three Conference Championships and was named Rookie of the Year. After graduating, she lived in New Zealand for 2 years and worked for a non-profit organization before moving back home to California. Outside of work, Jodi enjoys traveling, sports and anything outdoors.