Resume

• 129616

  Dale Carnegie Sales Training

  Certified Financial Planner TM

  Certified Financial Planner Board of Standards (CFP Board)

• 2005

  Paw Paw High School

  High School degree

  High School Education. 3 years on the Varsity Track Team and Student Government.

  CFP® Designation

  Teach Investment Planning and Retirement Planning to individuals that work in the financial and insurance industry. This program will enable them to sit for the Certified Financial Planner (TM) designation.

  Investment and Retirement Planning

  In-depth study of five areas:\n·\tInsurance \n·\tTax Planning\n·\tEstate Planning\n·\tRetirement Planning and \n·\tInvestment Planning

  College for Financial Planning

• 1997

  Brian

  Cody

  Nalfleet Marine Chemicals

  Cody Financial Advisors

  Smith Barney

  Fairleigh Dickinson University

  I teach Retirement Planning and Investment Planning for a Certificate Program in Financial Planning. These courses are required to prepare for the CERTIFIED FINANCIAL PLANNER (TM) exam.

  Fairleigh Dickinson University

  Regional Manger of Sales and Service (Northeast USA and Eastern Canada).

  Nalfleet Marine Chemicals

  Financial Planning Specialist

  Investment and Retirement Planning for Individuals and Small Businesses

  Smith Barney

  Cody Financial Advisors

  Cody Financial Advisors

  14 Ridgedale Ave.

  Suite 105

  Cedar Knolls

  NJ 07927

  With a culture of great service

  teamwork

  energy

  and professional ethics

  we partner with individuals and business owners to understand and identify their specific goals. We create an individualized investment strategy for each client that helps them live life by their design.\n\nWe deliver trust

  transparency and accountability.

  Wealth Manager

• 1993

  Master of Science

  Masters Degree in Mechanical Engineering

  Mechanical Engineering

• 1989

  English

  Nuclear Reactor License

  Earned a license to operate US Navy Nuclear Reactors and trained Officers and Enlisted Personnel how to operate Nuclear Reactors.

  U.S. Navy Nuclear Engineering

  U.S. Navy Nuclear Power School

• 1984

  B.S. Marine Engineering Systems Design

  Learned the Design and actually operated Steam and Diesel Engine Powered Merchant ships.

  Marine Engineering Systems Design

  Society of Naval Architects and Marine Engineers

  United States Merchant Marine Academy

• Personal Finance

  Asset Allocation

  Small Business

  Financial Services

  Leadership

  Human Resources

  Strategic Financial Planning

  Executive Management

  Estate Planning

  401k

  Wealth Management

  Investment Advisory

  Investments

  Retirement

  Employee Benefits

  Public Speaking

  Networking

  Retirement Planning

  Business Development

  Finance

  Cody