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Cody B
Series 65
Buena Park, CA
Carson Wealth
Cody Boring is a financial advisor with Carson Wealth and holds a Series 65 designation. He has two years of industry experience and has previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, and in education with Norwalk La Mirada Unified School District and Biola University. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and property and casualty insurance. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.
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