Cody Carnaya
CFP® | Lead Advisor
Personal compass has been set to build up others, seek truth, express creativity, and nurture lasting relationships.
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