Cody Garrett, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive plan development, portfolio/investment analysis, topic research, and personalized financial education. My goal is to translate the complexity of financial analysis and technical lingo into a simplified narrative and actionable plan on the path to financial independence, because it is difficult to make changes to a financial landscape we can not fully understand.

“The more we know, the less we know” – I am a continuous learner who believes there is always room for personal and professional improvement.

I am an alumnus of the University of Houston and Berklee College of Music, and I completed the CFP® Certification education program at Rice University. As a CFP® practitioner, I fulfilled the CFP Board’s rigorous education, exam, experience, and ethics requirements. With tax efficiency as a core value in comprehensive planning, I also passed the IRS Special Enrollment Exam (SEE Part 1 – Individuals). I work as a fee-only, fiduciary financial planner and am passionate about sharing honest financial education.

Financial Topics

  • Risk Management
  • Debt Management
  • Investments
  • Retirement
  • Income Tax
  • Employee Benefits
  • Education Funding
  • Estate Planning