Cody Koletic brings ten years of financial planning experience to his client work. He sees his role as an “asset allocator” in that he helps clients develop the right blend of passive and active investments to achieve their desired financial life.

Cody helps his clients develop a real-time financial plan that considers life’s inevitable transitions. He says his job is to look around the corner and identify areas that need attention. Whether investment management, tax planning, estate planning, or overall wealth management, there are always areas to review. He most enjoys helping clients reduce financial anxiety by formulating a financial plan and an investment portfolio that brings financial goals to fruition.

Cody’s financial designations and licenses include CFP(R), Series 66, and Series 7 (Inactive.) He holds two degrees, a B.S. in Accounting and a B.S. in Finance from Florida State University.

Cody lives and works in Tampa, Florida. When he is not helping clients develop financial plans, he volunteers for the Tampa Bay Estate Planning Council and enjoys spending time on the water, on the golf course, and with his dog Theodore.