Cfp® Cody P. O'Malley

Cody P. O'Malley, CFP®, is a dedicated Financial Consultant and Certified Financial Planner ™ with a strong focus on educating individuals on budgeting, investing, and holistic planning strategies to help them achieve successful lifestyles for themselves and their families.

With a background in Finance from New Jersey City University, Cody further honed his expertise by studying Certificate in Financial Planning at Belmont University and Certificate in Negotiation Mastery at Harvard Business School Online. Additionally, he holds an Associate of Arts in Business Administration from Brookdale Community College.

Having worked at prestigious organizations such as Fidelity Investments, DPL Financial Partners, Jackson, and Morgan Stanley, Cody has accumulated a wealth of experience in the financial sector, including roles as a Financial Consultant, RIA Consultant, Internal Wholesaler, and Associate.

Cody's approach to financial planning is centered around helping families define personal goals and providing tailored solutions to help them achieve these goals. His process aims to instill confidence, fulfillment, and happiness in his clients, leading them towards a secure financial future.