Senior Integrated Wealth Advisor, Director of Financial Planning
Cody Warren is a Senior Integrated Wealth Advisor and the Director of Financial Planning at Carlson Capital Management. In his role as a Senior Advisor, Cody partners with clients and their families, providing the firm’s fully integrated wealth management experience, including investment management, retirement modeling, estate and educational planning and all other aspects of general financial planning and client care. In this role, Cody also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis. As the Director of Financial Planning, Cody is responsible for training and developing advisors and paraplanners in all areas of financial planning and for driving a consistent, high quality client experience across the firm.
Cody joins CCM with nearly five years of experience in corporate tax and seven years in financial planning. Most recently, he served as a senior wealth planner at a large wealth management firm where he led comprehensive planning strategies for high net worth and ultra-high net worth individuals and families. In this work, he delivered integrated and multigenerational wealth planning related to cash flow, income tax planning, executive compensation, and estate planning based on a thorough understanding of their personal values, wealth transfer and charitable goals, and vision for their legacy.
Cody received his Bachelor of Arts degree, magna cum laude, from Augsburg University in accounting and religion. He went on to earn a Master in Business Taxation degree from the University of Minnesota’s Carlson School of Management and a Certificate in Financial Planning from Boston University. Cody is a Certified Public Accountant (CPA) and holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. He is also a member of the American Institute of Certified Public Accountants and Minnesota Society of CPAs.
Cody is an active volunteer, serving on the board of Northfield Shares, as a BestPrep classroom volunteer, and as President of his church's council. He is also an instructor in the Certified Financial Planner (CFP®) program at Minnesota State University – Mankato.
Cody grew up near Madison, Wisconsin, and now lives in Rosemount, Minnesota, with his two children. Outside of his time at CCM, Cody enjoys the multitude of family activities, crafting holiday meals, Excel spreadsheets, and pretending to golf.
When my son was younger and was asked what my work was, he replied, “Dad drives taxis.” Certainly, this was funny in the moment as he confused taxes with taxis. However, upon reflection, maybe he was on to something.
I find great purpose in deeply connecting and understanding the joys, hopes, and worries of individuals and families, and being able to help them accomplish their financial and non-financial goals with that foundational understanding. Or, perhaps as my son would imagine, acting as a taxi driver—helping individuals and families get from Point A to Point B (or C, F, 6, B1). Ultimately, the best laid plans are the ones solidly rooted in those goals and objectives to create the roadmap.
Now, almost 8, he understands a bit more about my work and has a bit more nuanced idea of my work. He currently believes I help people protect their piggy banks. Another great image that I like. Some of our earliest money habits and memories we formed with our first piggy banks, and it is important to recognize and honor those instinctive money habits.
It is an honor and privilege to work so closely with the clients of Carlson Capital Management to help them take their piggy bank where they want to.