Meet Jocelyn Black Hodes​

FINRA Series 65 - Investment Adviser 

FINRA Series 7, 66, 63, 26 (inactive)

 

Licenses

Designations

Certified Retirement Counselor (CRC®)

 

    Community Involvement

All Faiths

Alzheimer's Association​

A native of Philadelphia, PA, daughter of two medical doctors and graduate of Temple University with a degree in communications, Jocelyn never imagined she would end up as a financial planner in the Southwest. Nevertheless, fate would lead her to become a passionate missionary of financial empowerment and future owner of ClariFinancial.

Previously, Jocelyn served the State of New Mexico and was successful in significantly increasing statewide awareness of and participation in the 529 college savings program. Prior to that, she oversaw multibillion-dollar employer retirement plans and helped develop custom financial wellness programs to increase employee plan participation and retirement readiness. Over the years, she has also authored numerous articles and conducted live interviews for TV and radio on a variety of financial topics.

Jocelyn’s unique approach and contagious enthusiasm have helped her effectively engage people from all different backgrounds and empower them to achieve financial goals. She is committed to ClariFinancial’s mission of serving clients in an independent, fiduciary capacity and helping others gain financial confidence through education.

Besides being a small business owner, Jocelyn is an always-juggling mom of two children and two rescued pitbull-mutts, and enjoys practicing hot yoga, meditation, hiking, camping, cooking and playing golf. She is currently studying to attain her Certified Financial Planner (CFP®) designation.

“ClariFinancial clients are like family   members. We’re on this journey together.”​

Education

Temple University – Bachelor of Arts, Journalism
Institute for Retirement Education
American College of Financial Services

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