Wealth Management Specialist
Cody deSpain joined Canyon Oak Financial in 2017 and holds his Series 7 and Series 66 licenses. As a Wealth Management Specialist, Cody assists with investment portfolio construction and management and uses digital tools to build technical aspects of clients’ financial plans.
Cody holds a Bachelor of Arts in Marketing from California State University, Northridge. He enjoys snowboarding, spending time outdoors, and keeping up with financial markets and new technology.