Morton Brown Family Wealth is proud to announce that Cody Demmel, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
We recognize Cody’s hard work and achievement in earning his Certified Financial Planner™ designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. Candidates must successfully complete coursework in the areas of investment, tax, retirement, estate, insurance, finance, and education planning. They also must pass a comprehensive 6-hour CFP® Certification Examination covering all of the former areas. CFP® professionals also agree to uphold CFP Board’s Code of Ethics and Standards of Conduct as well as earn continuing education credits.
We believe our clients deserve the highest standard when it comes to financial advice. Ensuring that all our advisors are CFP® certified makes a big difference, especially in an industry where the title of ‘financial advisor’ carries no pre-requisites.
Cody Demmel, CFP® is an integral member of the Morton Brown advisory team. He provides financial planning and investment guidance to those looking to be more intentional with their wealth. Prior to joining Morton Brown Family Wealth, Demmel had nearly six years of experience at financial advisory firms including Morgan Stanley where he was one of five (out of 65 classmates) to complete their three-year Financial Advisor program. He earned his B.A. from Shippensburg University with a major in Personal Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner™ and CFP® in the U.S.