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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Cody Hevener

I pursued becoming a financial planner because I often see everyday people making tough financial decisions without someone to help guide or advise them. It stings to see them not reach the future they’re hoping for because they work hard every day to make others’ lives easier.

Sometimes they will ask questions of their friends or family who seem to be doing well, sometimes they’ll try things on their own, or sometimes they’ll just leave things on the back burner a little too long. Unfortunately, all those partial solutions will frequently leave something to be fixed later.

Instead, I aim to help you make a plan and stick to it. It’s not about quick and easy. It’s about working together to be proactive and doing it right the first time (as much as possible) from here on out. This plan we’ll make is a map for you and your family’s life. This plan is to help you live your life in abundance and continually choose joy in all things! Let’s make your life abundant!

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Cody:

  • SmartVestor Since 2019
  • CFP® Professional
  • Series 7 and 65 and Life Insurance Licensed
  • FPU Graduate with My Wife
  • Upgraded to “Best Dad” Recently (Says My Wife)
  • Hobbies: Puzzles, Camping, Snowboarding, and Golfing
  • Sports Interests: Manchester United, Virginia Tech Hokies, and NASCAR

Locations Served

Contact

  • cody@smartprousa.com
  • 980-277-4234

State Licenses

Affiliated with all 50 states