Meet Cody
Cody Richmond, CFP® CERTIFIED FINANCIAL PLANNER®
Professional
Cody is passionate about making financial concepts simple and accessible. As a financial advisor and a wrestling coach, he thrives on helping others grow — whether it’s guiding clients toward their financial goals or mentoring young athletes on the mat.
“I enjoy providing insight, discussing and helping people understand financial concepts to make informed decisions,” Cody said.
Cody graduated from Ursinus College with a bachelor’s degree in economics and business and a minor in media and communications.
As a financial professional who can offer investment and insurance products and services, Cody helps clients build retirement strategies that are personalized to their goals. He is also a CERTIFIED FINANCIAL PLANNER® professional, which allows him to take a holistic approach to financial guidance.
Cody lives in the Northern Liberties neighborhood of Philadelphia with his fiancée.
Outside of work, he coaches wrestling at Father Judge High School. He also enjoys golf, loves attending sporting events and values time with family and friends.
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Retirement Income Strategies
Life Insurance
Wealth Management
Tax-Efficient Strategies
Investments
Long-Term Care
IRA/401(k) Rollovers
IRA Legacy Planning
Asset Protection
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Meet with Us
To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!