Cody Roulier - LPL Financial
(619) 323-1702
11440 West Bernardo Court Suite 253, San Diego, California, 92127
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | 8:30am to 4:00pm |
About us
Since 2004 I have been pursuing my passion as a financial planner and wealth advisor. I thoroughly enjoy working with clients and helping them make smart, well-educated decisions that strive to positively impact their goals. I believe that each client’s situation is unique so your financial plan should be individually tailored to fit your needs. Regardless of your life stage, income or goals, I can create a financial roadmap to manage your short-term goals, long-term aspirations and work toward meeting your financial targets. In my free time I love exploring the outdoors, trying new wines and spending time with my two sons. I look forward to working with you.