Cody Campbell, CFP® thrives when he is studying the financial markets and then transforming his knowledge into future-focused portfolios. He takes pride in guiding clients to make sound investment decisions and watching them gain confidence in their financial future.
Cody began his career providing wealth management advice and services at one of the largest RIAs in the country. After gaining essential experience, Cody wanted a role at a team-focused firm where he could build long-term relationships with clients, and in 2019 he joined SHJ Wealth Advisors. Cody is a key member of the Investment Department where he plays an integral role in building, monitoring and rebalancing client portfolios.
Originally from Michigan, Cody and his wife have made Denver their home. When he isn’t analyzing the markets, Cody enjoys skiing, playing chess and following sports.
Did you know…Cody has an almost unending repertoire of dad jokes.
Education & Certifications
CFP®, CERTIFIED FINANCIAL PLANNER™
B.A. in Business Management