Cody is part of the third generation of financial planners at Valley Investment Planning. He joined the firm in June 2015 after graduating from Iona College with his bachelor’s in speech communication. He currently holds his Combined Series 66, 7, 24, and life/health insurance licenses. With an energetic, fun-loving personality, Cody is passionate in helping his clients live a more successful life.
Cody loves connecting with people. His style is about making finance fun and not something to be intimidated by. He enjoys acting, modeling, fishing, and cooking.
Cody specializes in financial planning for individuals who are pursuing their dreams. He has personal experience in this area and knows the financial strain it can cause when “Going for it”. If you have goals or dreams you would like to pursue, give Cody a call and see how he can help you on the right track. His personal motto is “never give up on your dreams and enjoy the journey along the way; for once you achieve them, you will have the greatest memories and satisfaction knowing that you “smelled the roses” along the way.