Cody Reickerd

Client Service Representative

 

Cody Reickerd

Client Service Representative

 

Cody Reickerd

CLIENT SERVICE REPRESENTATIVE

“Great things come from hard work and perseverance. No excuses.”

– Kobe Bryant

Role at Mission Wealth

Cody works closely with his team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.

Contact Information

Office Location: Santa Barbara, CA
Email: creickerd@nullmissionwealth.com
Direct Line: 805-690-9003

Role at Mission Wealth

Cody works closely with his team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.

Contact Information

Office Location: Santa Barbara, CA
Email: creickerd@nullmissionwealth.com
Direct Line: 805-690-9003

Career Highlights

Prior to joining Mission Wealth in 2018, Cody worked at Loring Ward, a wealth management firm in the Silicon Valley for approximately 3 years. While there, he worked with and assisted various independent advisors and helped them open new accounts, performed account maintenance, and acted as a liaison between the firm and various custodians.

 

Career Highlights

Prior to joining Mission Wealth in 2018, Cody worked at Loring Ward, a wealth management firm in the Silicon Valley for approximately 3 years. While there, he worked with and assisted various independent advisors and helped them open new accounts, performed account maintenance, and acted as a liaison between the firm and various custodians.

 

Community Involvement

Volunteer coach in the Silicon Valley, teaching young players the fundamentals and values of the game of soccer.

Personal Pursuits

Cody grew up and worked in the Silicon Valley, but relocated back to Santa Barbara in 2018 to continue his career in the financial industry at Mission Wealth. Cody enjoys staying active at the gym, and is an avid sports fan. He also has a passion for music, food, and everything soccer-related.

Education

Bachelor of Arts in Economics, with an emphasis in Mathematics from the University of California, Santa Barbara
 
Cody Recommends

Community Involvement

Volunteer coach in the Silicon Valley, teaching young players the fundamentals and values of the game of soccer.

Personal Pursuits

Cody grew up and worked in the Silicon Valley, but relocated back to Santa Barbara in 2018 to continue his career in the financial industry at Mission Wealth. Cody enjoys staying active at the gym, and is an avid sports fan. He also has a passion for music, food, and everything soccer-related.

Education

Bachelor of Arts in Economics, with an emphasis in Mathematics from the University of California, Santa Barbara

 
Cody Recommends

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