portrait of Cody C Sloan
FINANCIAL ADVISOR

Cody C Sloan

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Pets
  • Genealogy
  • Golfing
  • Volunteering

Team Members

  • Bri Dasaro
    Sr. Branch Office Administrator
  • Natalie Kalinyuk
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(916) 772-4114

Fax

(888) 831-4143

Office Address

970 Reserve Dr Suite 150
Roseville, CA 95678opens in a new window

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