Cody Reickerd

Client Advisor Associate

 

Cody Reickerd

Client Advisor Associate

 

Cody Reickerd

Client Advisor Associate

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

– Kobe Bryant

Role at Mission Wealth

Cody gathers up-to-date data and documents from clients, preparing financial analyses for wealth management reviews and year-end reviews. He creates investment reports and financial scenarios and works closely with Client Advisors to provide an outstanding level of service.

Contact Information

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

Role at Mission Wealth

Cody gathers up-to-date data and documents from clients, preparing financial analyses for wealth management reviews and year-end reviews. He creates investment reports and financial scenarios and works closely with Client Advisors to provide an outstanding level of service.

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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