CODY MAKELA, CFP®
Cody A. Makela, CFP® joined Arlington Financial Advisors in February 2015. He is dedicated to working with clients to plan, analyze and implement solutions in their financial lives. Cody has over seven years of experience in the financial industry spending four years with Charles Schwab & Co., Inc. as a Client Service Specialist.
Cody is a ninth generation Santa Barbara resident, born and raised. His family history dates back to the founding of the city. He attended the University of California at Santa Barbara where he earned a Bachelors of Arts in Business Economics. Recently, Cody successfully earned his Certified Financial Planning® (CFP) designation. Along with the CFP® he also holds his series 7, 63, 9 & 10 registrations.
Cody enjoys surfing, spending time near the ocean, hiking, and biking. He is active in the community, volunteering for the Trust for Historic Preservation and the Santa Barbara Maritime Museum. Cody lives in Santa Barbara with his wife Patty and their two daughters.