Meet the team
Cody Warren
CFP®, CPA
Vice President, Wealth Advisor
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About Cody
Cody Warren serves as Vice President, Wealth Advisor for Sequoia Financial Group.
Cody’s past roles include corporate tax experience and serving as a senior wealth planner at a large wealth management firm where he led comprehensive planning strategies for high net worth and ultra-high net worth individuals and families. Cody is an experienced professional in integrated and multigenerational wealth planning related to cash flow, income tax planning, executive compensation, and estate planning, based on understanding clients’ personal values, wealth transfer and charitable goals, and vision for their legacy.
He has a Certificate in Financial Planning from Boston University, is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ designation granted through the Certified Financial Planner Board of Standards. He is also a member of the American Institute of Certified Public Accountants and Minnesota Society of CPAs.
Cody is an active volunteer, serving on the board of the Minnesota Children’s Museum and as a BestPrep classroom volunteer. He is also an instructor in the CERTIFIED FINANCIAL PLANNER™ (CFP®) program at Minnesota State University – Mankato.
Cody grew up near Madison, Wisconsin, and now lives in Inver Grove Heights, Minnesota, with his two children and partner, Michael. Outside of his time at Sequoia, Cody enjoys spending time with family, traveling, Excel spreadsheets, and pretending to golf.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
Augsburg University, Bachelor of Arts in Accounting and Religion
University of Minnesota’s Carlson School of Management, Master in Business Taxation
Up Close
Personal Insights with Cody:
When my son was younger and was asked what my work was, he replied, “Dad drives taxis.” Certainly, this was funny in the moment as he confused taxes with taxis. However, upon reflection, maybe he was on to something.
I find great purpose in deeply connecting and understanding the joys, hopes, and worries of individuals and families, and being able to help them accomplish their financial and non-financial goals with that foundational understanding. Or, perhaps as my son would imagine, acting as a taxi driver—helping individuals and families get from Point A to Point B (or C, F, 6, B1). Ultimately, the best laid plans are the ones solidly rooted in those goals and objectives to create the roadmap.
Now, almost 11, he understands a bit more about my work and has a bit more nuanced idea of my work. He currently believes I help people protect their piggy banks. Another great image that I like. Some of our earliest money habits and memories we formed with our first piggy banks, and it is important to recognize and honor those instinctive money habits.
It is an honor and privilege to work so closely with the clients of Sequoia to help them take their piggy bank where they want to.
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Cody Warren, CFP®, CPA
Vice President, Wealth Advisor
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