Cody Koletic, CFP®

Lead Planner

Cody is a CERTIFIED FINANCIAL PLANNER™ professional who has been practicing financial planning for over 5 years. He is passionate about making an impact on his client’s lives. Cody is from Tampa, Florida. He has a bachelors degree in both accounting and finance from the Florida State University and currently resides in Boca Raton, Florida.

Education: Florida State (BS)

View my professional bio information and my Form ADV Part 2B

“Whether you think you can, or you think you can’t- you’re right.” - Henry Ford

Follow Cody

Get to know Cody

Out fishing!

My brother Kyle’s wedding

On the slopes!

On a hike with my fiancé, Mafe

Where's your favorite place in the world?

The Blue Ridge mountains. I spent a lot of time in Boone / Banner Elk growing up and I still go up there with family.

If you could be an animal, which would you be?

I would be a dog. Wake up, go for a walk, make someone clean up after me, chase some squirrels, wake up and do it all over again.

What is your favorite family tradition?

Christmas Eve we have a big family gathering at my parent’s house in Tampa. I get to see extended family I don’t normally see throughout the year.

What are you currently watching on Netflix?

It’s not on Netflix but every few years I end up re-watching Entourage in its entirety, which I am currently doing (minus season 7 and 8- those don’t count)

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.