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Cody Barner, Financial Planner

Cody began working in the financial industry at the young age of 16, when he got a job as a teller at a bank in his small town. During his time there, he came to admire the work of the financial planner at the bank, and developed an interest in pursuing financial planning as a career. Cody attended San Diego State University, and joined Lincoln Financial Advisors as an advisor in training in 2017. He soon became a fully-fledged financial planner, and received his Chartered Retirement Planning Counselor (CRPC) designation in 2018.

Cody specializes in working with nurses, hospital staff, and other healthcare workers to develop financial strategies and retirement plans, with a focus on retirement income planning and investment management for individuals in the non-profit healthcare space. He considers it an honor to work with those who care for the health of our communities, and greatly enjoys the opportunity to help them meet their financial goals.

Cody grew up in the small farming community of Lock Haven, Pennsylvania, but has since made the transition to big-city life and resides in San Diego, California. He enjoys staying active and getting involved in new sports whenever he can. Currently, he’s trying his hand at snowboarding.

Cody helps position his clients, whether they’re new or experienced investors, for financial success as they work towards their goals. He loves the opportunity to have a positive impact on the lives of those he works with.

To begin reviewing your current financial situation and planning to meet your goals, contact Cody at (619) 543-9995.