

Financial Advisor
Cody E Azzi
CFP®, ChFC®, CIMA®, CLU®, AAMS®, AWMA®
1915 NE Ricou Terrace, Jensen Beach, FL 34957opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Information Technology Professionals
- Intergenerational Planning
- Inheritance Guidance
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 NormoyleSr. Branch Office AdministratorFPQP®
Liz SozioSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| 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
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