Betsy BlissBetsy BlissExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Betsy
Betsy Bliss is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Betsy is the Founder of the Purpose Driven Investment Group. She has been in financial services for nearly 50 years.
Betsy began her career as a reporter for the Chicago Daily News—an experience that shaped how she listens, how she asks questions, and how she thinks about what people actually need versus what they say they need. Her financial services career began in New York on Wall Street, where she started as a secretary on a trading floor and worked her way into institutional sales at CIBC Oppenheimer, eventually managing portfolios for individuals and advising portfolio managers at mutual funds and insurance companies.
Moving to San Francisco in 1994, Betsy founded the Purpose Driven Investment Group (PDIG) around a simple idea: that the best financial relationships are built around families, not just portfolios. More than two decades later that founding idea remains PDIG’s organizing principle. In many cases, she has worked with multiple generations of the same family.
Betsy also holds a Master of Theological Studies from the Jesuit School of Theology at Santa Clara University, where she served on the Board of Trustees and taught Business and Management Skills to theology students. Her belief that wealth is always in service of something larger — a family, a legacy, a community — is woven into everything PDIG does.
She is a co-author of two books on investing and wealth management.
Insights
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September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
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September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now5 generational shifts reshaping family wealth planning today
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now