Broker Check

Cody W Roulier

Cody W Roulier

Wealth Manager, Financial Planner

619-323-1702
cody.roulier@lpl.com

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. 

 I work with clients long term, to create a plan and help them make smart, well-educated decisions that strive to positively impact their goals.  I help my clients implement individually tailored sound processes depending upon their unique situations.  I’ve been a financial planner and wealth advisor since 2004. 

06/18