Cody Cassidy
CFP®
TCI Wealth Advisors
Senior Financial Planner
Cody Cassidy
CFP®
TCI Wealth Advisors
Senior Financial Planner
Getting there' is the goal, but the journey itself can often be the most rewarding part. - Cody Cassidy, CFP®
Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country
Cody Cassidy is a Tucson, AZ fee-only financial planner. TCI Wealth Advisors, Inc. provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cody Cassidy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Cody Cassidy, CFP®, is a Senior Financial Planning Associate at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients.
Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and finance. He earned his undergrad and graduate degrees from the University of Arizona, and is a proud member of the Wildcat family. By far the most rewarding part of his career has been to join TCI and have the opportunity to help people achieve their life goals.
Cody is passionate about his family, his life and his work. He enjoys spending time with his wife, Ava Clare, and their son. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Cody Cassidy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Cody Cassidy
Office Locations:
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4011 East Sunrise Dr.
Tucson, AZ 85718
