Cody Cassidy, CFP® portrait

Cody Cassidy, CFP®

Advisor

Cody Cassidy, CFP® is an advisor at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients.

Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and finance. He earned his undergrad and graduate degrees from the University of Arizona, and is a proud member of the Wildcat family. By far the most rewarding part of his career has been to join TCI and having the opportunity to help people achieve their life goals.

Cody is passionate about his family, his life and his work. He enjoys spending time with his wife, Ava Clare, and their son. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.

passion

Describe your passion for the industry and your role:

I am disciplined, experienced, and truly believe in TCI’s client-centric philosophy that financial success is as much about emotional contentment and well-being as building wealth, and that each of my clients’ unique life journeys are what ultimately determine their own customized definitions of
success. From young investors to seasoned strategists, people just starting their careers to those ready to retire, I have a diverse clientele and strive daily to do everything in my power to provide simple, truthful, trusted financial planning and investment advice.

freetime

What do you like to do in your free time?

Actually, yes! I have been training in the martial arts for years – Jiu-Jitsu, Muay Thai, Tae Kwon Do, and more – which has taught me discipline, trust, flexibility, strategy, and patience. The skills I’ve acquired by studying martial arts and constantly pushing myself are applicable in both my personal and professional life, as they also push me to be the best husband, parent, volunteer, mentor and financial advisor I can be. (Martial arts also provided me with a hidden talent that is somewhat unique – the ability to break bricks with my hand!)

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Cody's financial tips

As quoted by former Navy Seal and author Jocko Willink, “If you want freedom, then you need to have discipline.” The more discipline you have in your life, the more you’ll be able to do what you want. It’s not always easy, but to attain financial freedom and achieve your definition of success, it starts with a disciplined approach to wealth management.

Education

  • University of Arizona

    University of Arizona

    Masters Degree in Communications
  • University of Arizona

    University of Arizona

    Bachelor of Arts in Communication

The Latest from Cody:

Unraveling the Mysteries of the Markets Through Books – Summer 2022 Reading Recommendations

Jun 7

Perspective Matters A Lot

May 17

Accomplishing Your Goals

May 3

10 Books to Add to Your Summer Reading List

Jul 2

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