Cody Twombley

Financial Planner @Integrated Financial Partners

Waltham, MA, US

As a Financial Advisor, I specialize in helping business owners, executives, young professionals, high net worth individuals, and their families navigate the complexities of their financial lives. After obtaining an in-depth understanding of each client’s situation, my team and I will identify potential gaps and create customized strategies to address their concerns.My goal is to help clients gain confidence by managing risk, actively managing investments to address changing market conditions, and creating tax-efficient income streams throughout the various stages of their lives.Acting as a fiduciary to my advisory clients, I understand the importance and implications of a well-considered, comprehensive financial plan, and enjoy working with clients to increase their confidence that their financial intentions will be addressed.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Babson College

Entrepreneurship/Entrepreneurial Studies

University of New Hampshire

Bachelor of Business Administration (BBA), Business Administration and Management, General