Cody Carlson is a wealth advisor at RWA Wealth Partners based in Chicago. In his role, Cody provides comprehensive and customized wealth plans to clients. He works in close collaboration with our investment team, tax professionals and estate planners to help clients achieve their unique long-term goals.
Prior to joining the firm in 2022, Cody spent more than five years at Fidelity Investments, where he was a relationship manager and most recently a financial consultant. In these roles, he created and implemented financial plans and deepened client relationships.
Cody graduated from Eastern Illinois University, where he earned a B.S. in finance. Cody obtained his CERTIFIED FINANCIAL PLANNER® certification in 2022.
In his free time, Cody enjoys trail running, archery, fishing, and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
