Congratulations Are in Order!
Agili’s Cody Santmyer, CFP® has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. A Financial Planning Analyst in the firm’s Richmond office, Cody becomes Agili’s eighth team member with the coveted and highly competitive CFP® designation.
A Few Words from Michael Joyce, CFA, CFP®
“Our entire firm congratulates Cody on this impressive accomplishment,” said Michael Joyce, CFA, CFP®, President of Agili. “The CFP® credential denotes the highest standard of excellence in the financial planning profession. Cody has earned this accolade and it highlights his commitment to acting in the best interest of clients.”
About the CERTIFIED FINANCIAL PLANNER™ Designation
Administered by the CFP Board, the CERTIFIED FINANCIAL PLANNER™ designation is the pinnacle of excellence for financial planners. For more than 30 years, CFP® professionals have met extensive training and experience requirements while being committed to strict ethical standards that require them to put their clients’ interests first. Less than one third of all financial planners in the United States earn their CFP®, highlighting the difficulty in successfully completing the review process.
More about Cody Santmyer, CFP®
Cody joined Agili in 2021 and assists clients with the development and implementation of comprehensive financial plans. He also collaborates with Agili’s Investments Team to execute investment recommendations.
“I’m thrilled to receive the CFP® credential,” he added. “Completing the extensive certification process has been truly valuable and will ensure that I continue to serve as a trusted advisor to our clients.”
Cody holds a Bachelor of Science in Finance degree from Virginia Tech. He was a part of the university’s CERTIFIED FINANCIAL PLANNER™ education option.