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Cody P. O'Malley, Cfp® Email & Phone Number

Workplace Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Fort Collins, Colorado, United States 5 work roles 4 schools
1 work email found @fmr.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@fmr.com
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Current company
Fidelity Investments
Role
Workplace Financial Consultant at Fidelity Investments
Location
Fort Collins, Colorado, United States
Company size
10 employees

Who is Cody P. O'Malley, Cfp®? Overview

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Quick answer

Cody P. O'Malley, Cfp® is listed as Workplace Financial Consultant at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Fort Collins, Colorado, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Cody P. O'Malley, Cfp®.

Cody P. O'Malley, Cfp® previously worked as Workplace Financial Consultant at Fidelity Investments and Financial Consultant at Fidelity Investments. Cody P. O'Malley, Cfp® holds Bachelor Of Science, Finance; from New Jersey City University.

Company email context

Email format at Fidelity Investments

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*@fmr.com
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AeroLeads found 1 current-domain work email signal for Cody P. O'Malley, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Cody P. O'Malley, Cfp®

My focus as a Workplace Financial Consultant and a Certified Financial Planner ™ is to educate individuals about budgeting, investing and holistic planning strategies to build successful lifestyles for themselves and their families. I help families define personal goals and develop solutions to accomplish them. My approach to financial planning creates a process that fosters confidence, fulfillment and happiness in those that I have the pleasure of working with.

Current workplace

Cody P. O'Malley, Cfp®'s current company

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Fidelity Investments
Fidelity Investments
Workplace Financial Consultant at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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5 roles

Cody P. O'Malley, Cfp® work experience

A career timeline built from the work history available for this profile.

Workplace Financial Consultant

Current
Fidelity Investments

Boston, Ma, Us

Dedicated Certified Financial Planner to the staff, faculty and alumni of Colorado State University. Plan Expert and liaison to Colorado State University.

Jul 2023 - Present

Financial Consultant

Fidelity Investments

Boston, Ma, Us

Lead and developed a team of 3 individuals to serve as an integrated wealth management team.Developed relationships with Fidelity accountholders through planning and investment solutions. Served as a brand ambassador within the Fort Collins and Colorado community.Managed a book of business that consisted of 480+ households and 700+ individuals across 13 states and 124 different public and private employers.

Jul 2021 - Aug 2023

Ria Consultant

Dpl Financial Partners

Louisville, Kentucky, Us

Registered Investment Advisors across the country partnered with me to provide strategies that enhanced relationships, improved client outcomes and grew AUM organically.I leveraged a platform of investments to help clients find ways to improve total portfolio return, develop tax-efficient allocations and enhance their financial planning experience through Monte-Carlo analysis. My expertise in industry-leading planning and portfolio management systems, CRM software and account billing created a secure and repeatable investment process for Investment Advisor Representatives and their clients.

Jan 2021 - Jun 2021

Internal Wholesaler

Jackson

Lansing, Mi, Us

My partnerships were with wirehouse advisors in Minnesota, North Dakota, South Dakota, Iowa, Nebraska and Montana. I was awarded "Internal Wholesaler of the Quarter" twice (Q3 2018, Q3 2020) I led my peers (180 Wholesalers) in cumulative points in a year-long competition on presentation abilityMy proven track record of new and revamped relationship development, revenue growth and innovative territory management fostered positive client interactions and experiences

Oct 2017 - Dec 2020

Associate

Morgan Stanley

New York, Ny, Us

The McNamee Wealth Management GroupMy analytical responsibility included citing financial sources for client relations (e.g. conference calls, quarterly reports, annual seminars, etc.)I developed and presented a “Value Proposition” for Inmoji, a multi-million dollar start-up companyI created new relationships with our firm and risk-management professionals across the state

Feb 2016 - Jun 2016
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

AM Ashish Madhav Ashish Madhav Colleague at Fidelity InvestmentsRoanoke, Texas, United States View → BS Barry Schweitzer Barry Schweitzer Colleague at Fidelity InvestmentsNewport, Kentucky, United States View → MR Mckay Robbins Mckay Robbins Colleague at Fidelity InvestmentsReno, Nevada, United States View → RK Robert Koch Robert Koch Colleague at Fidelity InvestmentsIrvine, California, United States View → TS Tim Sheridan Tim Sheridan Colleague at Fidelity InvestmentsUnited States View → AK Ajith Kumar Ajith Kumar Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → RW Rachel Wilson Rachel Wilson Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → RC Ryan Card Ryan Card Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States View → TC Timmanna Channal Timmanna Channal Colleague at Fidelity InvestmentsThe Colony, Texas, United States View → SK Sathish Kumar Balakrishnan Sathish Kumar Balakrishnan Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View →
4 education records

Cody P. O'Malley, Cfp® education

Bachelor Of Science, Finance;

New Jersey City University

Certificate In Financial Planning

Belmont University

Certificate In Negotiation Mastery

Harvard Business School Online

Associate Of Arts, Business Administration

Brookdale Community College
FAQ

Frequently asked questions about Cody P. O'Malley, Cfp®

Quick answers generated from the profile data available on this page.

What company does Cody P. O'Malley, Cfp® work for?

Cody P. O'Malley, Cfp® works for Fidelity Investments.

What is Cody P. O'Malley, Cfp®'s role at Fidelity Investments?

Cody P. O'Malley, Cfp® is listed as Workplace Financial Consultant at Fidelity Investments at Fidelity Investments.

What is Cody P. O'Malley, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fmr.com for Cody P. O'Malley, Cfp® at Fidelity Investments.

Where is Cody P. O'Malley, Cfp® based?

Cody P. O'Malley, Cfp® is based in Fort Collins, Colorado, United States while working with Fidelity Investments.

What companies has Cody P. O'Malley, Cfp® worked for?

Cody P. O'Malley, Cfp® has worked for Fidelity Investments, Dpl Financial Partners, Jackson, and Morgan Stanley.

Who are Cody P. O'Malley, Cfp®'s colleagues at Fidelity Investments?

Cody P. O'Malley, Cfp®'s colleagues at Fidelity Investments include Ashish Madhav, Barry Schweitzer, Mckay Robbins, Robert Koch, and Tim Sheridan.

How can I contact Cody P. O'Malley, Cfp®?

You can use AeroLeads to view verified contact signals for Cody P. O'Malley, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Cody P. O'Malley, Cfp® attend?

Cody P. O'Malley, Cfp® holds Bachelor Of Science, Finance; from New Jersey City University.

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