Peyton Bodziak is a dedicated Client Service Associate with Mainsail Wealth Advisors and a CERTIFIED FINANCIAL PLANNER ™ Professional. She has met the rigorous experience and ethical requirements set by the CFP® Board and has successfully completed the required comprehensive coursework and the CFP® Certification exam.
Peyton’s journey with Mainsail began as an intern in the summer of 2022, a role she continued throughout the following academic year. She graduated from Virginia Tech in May 2023 with dual Bachelor of Science degrees in Financial Planning & Wealth Management and Marketing Management. Peyton’s passion for helping individuals achieve their goals in the financial planning industry was reinforced during her junior year at Virginia Tech when she served as a scribe for a financial planning firm, actively taking notes during client meetings.
Originally from Annapolis, MD, Peyton relocated to Mechanicsville after graduation. In her free time, she enjoys taking long walks with her two dogs, Millie & Jett, tending to her vegetable and flower garden, and exploring new travel destinations. She has also recently embarked on a new hobby – baking fresh, homemade sourdough.
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Education
- Bachelor of Science in Financial Planning & Wealth Management from Virginia Tech
- Bachelor of Science in Marketing Management from Virginia Tech
- CERTIFIED FINANCIAL PLANNER ™ Professional
- Series 7
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Community Involvement
- Director At-Large – Financial Planning Association of Central Virginia
- Active member of Richmond Hokies
- Former Treasurer for Eventing at Virginia Tech
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.