Cody G. Daniels
CERTIFIED FINANCIAL PLANNER(TM) helping people strengthen and secure their financial well being.
- Role
- Financial Advisor at Onyx Financial Advisors
- Location
- Idaho Falls, ID, US
- LinkedIn followers
- 500 followers
About Cody G. Daniels
I’m a financial services professional with experience in sales, lending, and financial planning. Growing up on a family farm and ranch I quickly learned the value of both hard work and a dollar. I have a genuine interest in helping people reach their financial goals while maintaining the highest degree of integrity and trust. Colleagues know me as a hard worker and team player who is determined to succeed. I respect my fiduciary standard to ensure that the client’s best interest comes first. Outside of work, I enjoy spending time with family and friends, an active lifestyle participating in sporting events, symphonies, and volunteering with my church.
Experience
Financial Advisor
Aug 2021 — Present · Idaho Falls, ID, US
Education
Kansas State University
Master of Science (M.S.), Personal Financial Planning
Brigham Young University - Idaho
Bachelor of Science (BS), Business Finance
Skills
- Leadership
- Financial Services
- Management
- Risk Management
- Sales Management
- Strategic Financial Planning
- Insurance
- Building Relationships
- Finance
- Public Speaking
- Mortgage Lending
- Forecasting
- Customer Service
- Home Equity Loans
- Sales
- Investments
- Financial Analysis
- Personal Tax Planning
- Microsoft Excel
- Financial Planning
- Estate Planning
- Loans
- Microsoft Office
- Retirement Planning
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