Cody Koletic is a Certified Financial Planner™. He was born and raised in Tampa, Florida and holds degrees in Finance and Accounting from Florida State University. A 401k retirement plans specialist, Cody retains Series 7 and 66 securities licenses as well as Florida’s Life, Health and Disability Insurance license.

In his role as Family Wealth Advisor, Cody works closely with clients to help identify their financial goals, develop a customized comprehensive strategy, and monitor the progress of their financial plan.