Cody Koletic

Cody brings over a decade of financial planning and investment experience to his work with clients. He looks around the corner for his clients, identifying areas that need attention before they become bigger issues, and listens closely to each client’s needs to build a comprehensive plan for pursuing their goals. He most enjoys helping clients reduce anxiety by formulating a financial plan and an investment portfolio that bring those goals to fruition.

Treating investment management, tax planning, estate planning, and overall wealth management as ongoing conversations rather than one-time decisions, Cody revisits each area as circumstances change. He views his role as an “asset allocator” helping clients determine their blend of passive and active investments to achieve their desired financial life. Cody holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from Florida State University with BS degrees in both finance and accounting.

Cody lives in Tampa, Florida, with his wife and their son. Outside of the office, he enjoys spending time with his family, both at Palma Ceia Golf and Country Club, and in the mountains of North Carolina. He’s also an active member of the Jesuit High School Alumni Association, where he serves on the Board of Directors for the Jesuit High School Foundation.