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Our financial advice team


Cody Okeefe Ameriprise Financial Advisor

Cody Okeefe

APMA®, CRPC®

Financial Advisor

WGG Wealth Partners
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies

Interests

I am an avid golfer and an overall sports fan but finds the most enjoyment spending time with my family. I am happily married to an amazing woman and we have a beautiful baby boy. My wife and I enjoy traveling, exploring new restaurants and obsessing over our son. I love to travel and spend time with my wonderful family.

Community participation

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive
  • The Parkinson Association of Northern California, Treasurer on Board of Directors
  • CalCPA, Director on Board of Directors
  • South Placer Estate Planning Council

Awards & recognition

  • Five Star Wealth Manager, 2020

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7, 63 and 65
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Accounting – Kaplan University

Professional associations

  • Financial Planning Association

Previous experience

  • AVP, Wealth Financial Advisor, Bank of the West, 2016-2018
  • Investment Consultant, Fidelity Investments, 2014-2016
  • Financial Advisor, Merrill Lynch, 2012-2013
  • Financial Advisor, Bank of America, 2009-2012
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