Betty serves as the Practice Management Coordinator. She strives to provide the entire team with the support necessary to efficiently provide the best care and service to our clients possible. Working in the highly regulated securities industry, Betty’s attention to detail and advantageous organizational skills help to provide security in carrying out all regulations and compliance.
She has worked with and supported Ed since he began helping people with their finances more than 20 years ago. This lifestyle has fulfilled many of their dreams. First of all, they get to spend their days together helping their clients fulfill their dreams and more recently they have been blessed to have several of their children and spouses helping, also.
Second, both Betty and Ed are educators and believe that getting to educate clients one on one is the most beneficial method for helping clients reach their goals. And, finally, the Codas truly believe that this is part of their ministry, calling and vocation to give their clients the financial freedom that their personal Game Plan for Financial Independence is designed to provide. Ed and Betty have been joyfully married for 41 years, have 6 terrific children and 8 fantastic grandchildren. They present marriage enrichment retreats and work with engaged couples to ensure successful marriages.
- Non-Registered Personnel, SagePoint Financial, Inc.
- Graduated from San Jose State University, BA - Teaching Credential and Librarian