Cody Hale

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4301676

Phone 562-981-1358

4010 Watson Plaza Dr Ste. 270
Lakewood, CA 90712

Cody Hale

State(s) Licensed:   CA Insurance Lic. #4301676

Your Roadmap - Your Financial Journey

Navigating the financial world can seem like a daunting journey – like taking a road trip cross country without a map or compass. No two people will have the same trip. Some of us will want to drive every scenic road regardless of the time it takes, others will want to stop and see every landmark along the way, and still others will simply want to get to their destination as quickly and directly as possible. I take pride in being able to help map out the best trip for you, that accomplishes the goals you have for your journey and how quickly you want to get there.

We will plan together so that we are ready to enjoy all the milestones and weather any storms that come our way. So, whether your goal is to protect your family, prepare for your future, retire early, all the above, or anything in-between, it’s my honor to prepare that roadmap with you.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


Lakewood Office



M – F: 9 a.m. – 5 p.m.