William (Cody) Campbell (CFP®)
William (Cody) Campbell focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
- Alternative or Private Investments
- AUM
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
Planning Specialties
Investment, Retirement, Tax & EstateAdditional Information
Cody Campbell, CFP®, has over a decade of experience as a fee-only, fiduciary financial advisor. He has helped hundreds of clients during his career with investment management and financial planning decisions. Prior to joining Atlas Private Client, Cody served high-net-worth clients at Schwab, managing over $300M in AUM. There, he built custom portfolios and solved complex estate planning needs. He also spent time with SHJ Wealth Advisors, where Cody mastered planning expertise, helping clients with retirement, tax, and estate planning. Cody’s skill set is unique, combining his knowledge of the markets with his financial planning approach. It’s important for him to engage with clients proactively and determine what’s most important to them.
After hours, Cody enjoys time with his wife and daughter. They love to be active and enjoy the outdoors. You might also find him watching sports, playing chess, or playing guitar.
NAPFA Start Date
June 18, 2024
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