Client Service Coordinator
Handling both client service and office administration functions, Jodi Chaban is your first-line contact at JLFranklin Wealth Planning. She assists clients by establishing and maintaining accounts, managing the asset transfer process, and performing research. Additionally, Jodi works on business development projects, including assembling reports and presentation materials.
Jodi earned her B.A. from the University of the Pacific, and a Masters in Education from Chapman University. After owning her own small business for over 15 years, she is embarking on a second career.
When she’s not working, Jodi loves spending time with her friends and family, as well as dancing, working out, hiking, camping, visiting the beach, solving word puzzles, and playing board and card games.