JODI WEIGHT

DIRECTOR OF CLIENT EXPERIENCE

As Director of Client Experience, Jodi Weight ensures the firm’s operations run smoothly for clients and team members alike. From setting up a wide range of accounts to managing asset transfers and coordinating charitable giving, Jodi plays a critical behind-the-scenes role in helping clients move from planning to progress with ease.

With over 15 years of experience, Jodi began her career supporting a financial advisor and later worked at a mutual fund company before joining Parkshore. She thrives on structure, planning, and problem-solving, and she loves making complex processes achievable and straightforward for clients. Her favorite moments come when she can turn potential overwhelm into relief through simple, effective execution.

Jodi lives in Orangevale, California, and is a proud mom to three daughters. A lifelong animal lover, she dreams of having a farm full of pets. She enjoys basketball, beach trips, great movie quotes, and good food. She also does a Sudoku puzzle every day and is a big fan of the sitcom The Office.

Education and Certifications

• Notary License

• B.S. in Business, California State University, Sacramento, 2011

Contact Jodi

Phone: (916) 797-3007
Email: jodi@parkshorewealth.com