Cody  Cervellera,  CFP<sup>&reg;</sup> - Financial Advisor

Cody Cervellera, CFP®

Edward Jones

13848 Tilden Rd Ste 160
Winter Garden, FL 34787-5333
(407) 395-9079 CONNECT WITH Cody
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General

Cody Cervellera is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Winter Garden, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources