Brian Cody CFP®, AIF®
With a culture of great service, teamwork, energy and professional ethics, Brian partners with individuals and business owners to understand and identify their specific goals. As a Financial Advisor, Brian Cody creates an individualized investment strategy for each client that helps them live life by their design.
Brian Cody, CFP®, specializes in all phases of financial planning with an emphasis on Retirement Planning for small businesses and individuals. His practice is located out of Cedar Knolls, NJ. Brian graduated from the United States Merchant Marine Academy in Kings Point, NY and has a Master’s Degree from Union College in Schenectady, NY. Mr Cody holds his Series 7, 63, and 24 licenses through LPL Financial and his Series 65 license through Wealthcare Advisory Partners LLC. Brian is also licensed by the State of New Jersey to provide Continuing Education to Certified Public Accountants. Brian provides financial presentations to groups around the New Jersey/New York area and was an Adjunct Professor at Fairleigh Dickinson University in Madison, NJ.
After graduating from the US Merchant Marine Academy, he became a US Navy Nuclear Engineer and trained Navy officers to become licensed nuclear engineers.