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Jodi DiCenzo, CFA, CPA

Jodi DiCenzo, CFA, CPA

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC.

 

Passion/Expertise

 

Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance to retirement systems adding defined contribution characteristics to their employee retirement plans.

 

Position/Experience

 

Jodi leads the Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making. Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders.

 

Previously, Jodi was employed by Strong Financial Corporation, where she helped develop the Retirement Plan Services division from its inception in 1995. Before joining Strong in 1994, she was a Senior Manager at PricewaterhouseCoopers, LLC, where she specialized in providing audit and consulting services to financial service firms, employee benefit plans and publicly traded companies.

 


 

Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - YouTube clip View YouTube clips from recent Retirement Resource Center

webinars including Jodi DiCenzo's

Behavioral Insights to Improve Retirement Security .

 


 

Publications

 

Jodi’s original research has appeared in BusinessWeek, Financial Planning Magazine, MarketWatch, The New York Times, The Wall Street Journal, and U.S. News and World Report.

 

 


 

Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA   - Retirement InSight and Trends article Read a summary transcript of Jodi DiCenzo's presentation Behavioral Insights to Improve Retirement Security in the 1st Qtr 2014 issue of "Retirement Insight and Trends".

 


 

Affiliations

 

Jodi is a member of The EBRI Defined Contribution Research Task Force, Plan Sponsor Council of America, The Employee Benefit Committee of the Illinois CPA Society, CFA Institute, CFA Chicago, and The Society for Judgment and Decision Making.

 

Jodi DiCenzo,  FSA, MAAA - Jodi DiCenzo Consulting - Post-retirement Needs and Risks Thought Leader - Retirement Speakers Bureau Jodi DiCenzo is available to do presentations on a variety of topics for your retirement professional development group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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04/11/2017 Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Rebroadcast

04/11/2017 Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Rebroadcast

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Behavioral research often stands in stark contrast to rational expected behavior. Gain more clarity about how and why employees and consumers make retirement decisions.

$39.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
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