Cody Forbush, MBA, CFP®
Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.
Cody Forbush joined Grimes & Company in 2022 with over a decade of experience as an Investment Advisor in the financial services industry. Cody’s passion is to build clearly defined financial plans that provide clarity and confidence to clients. He enjoys working with clients who are near or at retirement to help them develop a plan for the next phase of their life.
Cody is a CFP® (CERTIFIED FINANCIAL PLANNER™) and received his MBA with an emphasis in Risk Management from the University of Nebraska at Omaha. After serving as a Senior Financial Consultant with TD Ameritrade for over 7 years, Cody transitioned his career into the Registered Investment Advisor space. He also enjoys giving back to the industry through teaching courses to aspiring CFP® candidates at UCLA Extension.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.