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Cody Carnaya

CFP® | Lead Advisor

Personal compass has been set to build up others, seek truth, express creativity, and nurture lasting relationships.

Cody Carnaya, CFP, Lead, Financial Advisor: A man with short brown hair wearing a white button down.

Setting goals, making a gameplan, and advocating daily to help our people live great lives.

Cody joined the team in 2020 as an Associate Advisor. He is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.

Cody attended SUNY Plattsburgh where he received a B.S. degree in ecology. Most recently, he worked with Equitable Advisors in Syracuse, NY.

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Education

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Series 65 Licensed Professional
  • Series 7 Licensed Professional
  • Bachelor of Science, SUNY Plattsburgh

Beneath the Surface

The privilege of a lifetime is to become who you truly are.

Carl Jung