Cody Daniels MSFP, CFP®

Planning Assistant to Mr. Halvorsen

Cody is a Planning Assistant with UMA Financial Services. Prior to joining UMAFS in 2018, Cody worked in a variety of financial services roles including being selected as a Financial Planning Resident with a nationally acclaimed Financial Planning firm. He is passionate about Financial Planning and helping Utah physicians and their families utilize their financial resources to achieve the life they envision

When not in the office, he likes to spend time with his wife traveling and exploring new places. He also is an avid sports fan and enjoys all sports including basketball, football, and golf.

Credentials/Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Utah Life/Health Insurance licenses
  • FINRA Series 66 Securities license


Education

  • Kansas State University, M.S. Personal Financial Planning
  • Brigham Young University – Idaho, B.S. Business Management, Emphasis in Finance


Affiliations

  • Financial Planning Association Member