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

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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)