Cody Azzi, Financial Advisor located in Jensen Beach, FL

Financial Advisor
Cody E Azzi

CFP®, ChFC®, CIMA®, CLU®, AAMS®, AWMA®
1915 NE Ricou Terrace, Jensen Beach, FL 34957opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Information Technology Professionals
  • Intergenerational Planning
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CIMA®

    Certified Investment Management Analyst®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family

Team Members

  • Wanda Normoyle
    Sr. Branch Office Administrator
    FPQP®
  • Liz Sozio
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends

Phone

(772) 219-4454

Fax

(877) 565-9155

Office Address

1915 NE Ricou Terrace
Jensen Beach, FL 34957opens in a new window

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