Cody A. Makela, CFP®, is a partner at Arlington Financial Advisors, bringing more than fifteen years of financial services experience to his work with clients. Since joining the firm in 2015, he has focused on building lasting relationships grounded in thoughtful planning, careful analysis, and personalized guidance. Before Arlington, Cody spent four years as a client service specialist at Charles Schwab & Co., Inc., an experience that deepened his commitment to putting clients first.

He holds a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and earned the Certified Financial Planner® (CFP®) designation, a mark of excellence that reflects his dedication to the highest standards in financial planning.

A ninth-generation native, his family's story is intertwined with the city's own history. That connection fuels his passion for giving back. He serves as President of the Santa Barbara Trust for Historic Preservation and sits on the board of the Santa Barbara Club. When he is not working, Cody enjoys surfing, hiking, and biking in the community he loves. He and his wife, Patty, and their two daughters are proud to call the Santa Barbara area home.