Team

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, where he passed his NYS Life & Health, SIE & Series 7 and 66 licensing exams.

Want to connect with Cody?

Schedule Now

Education

Certified Financial Planner (CFP^®)
Series 65 Licensed Professional
Series 7 Licensed Professional
Bachelor of Science, SUNY Plattsburgh

Beneath the Surface

Claim to Fame

Spent the better part of a year in college not wearing shoes for “scientific purposes” and even gave a presentation to the campus about it.

Enjoys

Nature, cooking, backpacking, philosophy, mixed martial arts, board games, comedy, “nerding out,” and traveling the world.

Family

Cody is married to his high school sweetheart, Aryn, and they have two daughters named Gea and Evaluna.

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