Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cody F
Series 65
Portland, OR
Zen Trends Capital LLC
Cody Freeman is a Series 65-licensed financial advisor with eight years of industry experience. He is the principal of Zen Trends Capital LLC, an independent advisory firm based in Portland, OR. In addition to his advisory role, he owns and manages Lovejoy Optical, a family business providing eyeglasses, where he also works as an optician. Zen Trends Capital LLC provides discretionary and non-discretionary asset management and investment advice primarily to high-net-worth individuals, as well as trusts, estates, private foundations, and business owners. The firm uses a combined fundamental and technical analysis approach within an asset-allocation framework, offering portfolio management services that may include model portfolio selection and securities execution.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters