Brian E. Code, Cfp®

Brian E. Code, Cfp® Email and Phone Number

Founder and Principal @ Code Waechter, LLC
Tampa, FL, US
Brian E. Code, Cfp®'s Location
Tampa, Florida, United States, United States
Brian E. Code, Cfp®'s Contact Details

Brian E. Code, Cfp® work email

Brian E. Code, Cfp® personal email

n/a

Brian E. Code, Cfp® phone numbers

About Brian E. Code, Cfp®

Code Waechter, LLC, is a Registered Investment Advisor offering financial planning and investment services through a network of experienced and qualified professionals. As fiduciaries, we put the interest of our clients first when providing financial planning services and investment services. Members of our firm provide the following services:* Fee based comprehensive financial planning* Wealth Management* Advisory services* Retirement analysis and programs* Insurance analysis and planning* Estate strategies* Business continuation strategies* Trust servicesI cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business.I am licensed to sell insurance in: Florida, Georgia, Illinois, Massachusetts, Maine, North Carolina

Brian E. Code, Cfp®'s Current Company Details
Code Waechter, LLC

Code Waechter, Llc

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Founder and Principal
Tampa, FL, US
Website:
codewaechter.com
Employees:
7
Brian E. Code, Cfp® Work Experience Details
  • Code Waechter, Llc
    Founder And Principal
    Code Waechter, Llc
    Tampa, Fl, Us
    View
  • Code Waechter, Llc
    Founder / Principal
    Code Waechter, Llc Jan 2018 - Present
    Tampa, Fl
    * Comprehensive Financial Planning* Wealth Management* Financial Planning Strategies
    View
  • Code Waechter Financial, Llp
    Managing Partner
    Code Waechter Financial, Llp Dec 1983 - Present
    Tampa, Fl
    * Business Planning* Estate Planning* Life Insurance planning* Disability Insurance planning* Long Term Care strategies* Retirement Income Annuity options
  • Code Smith Benefits, Llc
    Managing Member
    Code Smith Benefits, Llc Jan 2003 - Present
    Tampa, Fl
    AN AFFILIATE OF InTrust Business Partners, LLC* Employee Benefits* Retirement Plans* Voluntary Benefits
    View
  • United States Army Reserve
    Army Spc.
    United States Army Reserve 1972 - 1978
    Tampa, Fl
    3344th USAR Hos. Aug Unit
    View
  • Ey
    Accountant
    Ey 1974 - 1976
    Tampa/St. Petersburg, Florida Area
    Admin/Practice-Client Support/Core Business Services (CBS)Accounting / Tax
    View

Brian E. Code, Cfp® Skills

Insurance Management Investments Financial Services Strategic Financial Planning Leadership Strategic Planning Retirement New Business Development Business Planning Small Business Retirement Planning Estate Planning Securities Account Management Public Speaking Marketing Strategy Wealth Management Business Strategy Tax Mergers And Acquisitions Budgets Financial Reporting Banking Due Diligence Accounting Executive Management Cash Management Negotiation Business Development Employee Benefits Brokerage Project Planning

Brian E. Code, Cfp® Education Details

Frequently Asked Questions about Brian E. Code, Cfp®

What company does Brian E. Code, Cfp® work for?

Brian E. Code, Cfp® works for Code Waechter, Llc

What is Brian E. Code, Cfp®'s role at the current company?

Brian E. Code, Cfp®'s current role is Founder and Principal.

What is Brian E. Code, Cfp®'s email address?

Brian E. Code, Cfp®'s email address is bc****@****vcs.com

What is Brian E. Code, Cfp®'s direct phone number?

Brian E. Code, Cfp®'s direct phone number is +181328*****

What schools did Brian E. Code, Cfp® attend?

Brian E. Code, Cfp® attended University Of South Florida.

What are some of Brian E. Code, Cfp®'s interests?

Brian E. Code, Cfp® has interest in See 1+see Less, Comprehensive Review System, Skiing, Family Travel, Ice Hockey, Insurance Plannning, Employee Benefits, Personal, Golf, Business.

What skills is Brian E. Code, Cfp® known for?

Brian E. Code, Cfp® has skills like Insurance, Management, Investments, Financial Services, Strategic Financial Planning, Leadership, Strategic Planning, Retirement, New Business Development, Business Planning, Small Business, Retirement Planning.

Who are Brian E. Code, Cfp®'s colleagues?

Brian E. Code, Cfp®'s colleagues are Andrew Adcock, Danny Ferro, Becca Christensen Biggs.

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