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