Industry

Banking & Finance

Kody Berns, CFP® - Financial Advisor

Kody Berns, '22
 

Financial Planning & Advising: Guiding individuals and families to make better financial decisions to reduce stress of finances and align with their values and goals. Through comprehensive planning in tax strategy, investments, and insurance, we help clients at every stage of life from starting their career or business to living out their retirement years.

Address

3839 Ansborough Ave
Waterloo, Iowa 50701

Phone

319-984-7196

Website