Cody James, CFP®, CFA​

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Financial Analyst ​

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Work Experience ​

• Joined MAI in 2024, bringing 7 years of experience in the finance field​
• Previously was a Wealth Analyst for Halpern Financial, Inc. for 3 years​
• Previously was a Financial Analyst with Freddie Mac for 4 years​
• Identifies opportunities within wealth planning and investment management to provide clients with an efficient and suitable path forward in achieving their financial goals​

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Life Outside of MAI ​

• Resides in Leesburg, VA with his wife and goldendoodle​
• Enjoys softball league, tennis, and skiing​

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Education​

• University of Virginia, B.S. in Commerce with a concentration in Finance and Accounting​

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¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.