Coda Financial Group Employee Directory

Financial ServicesHawaii, United States11-50 Employees

Coda Financial Group is a relationship-based financial services firm located in Honolulu, HI and Raleigh, NC. Using a consultative approach, our advisors can help identify your financial objectives and develop a plan that is uniquely tailored to your specific long-term goals.

Find Coda Financial Group employees' phone numbers or email addresses

Coda Financial Group Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Coda Financial Group's Leadership

  • Stylized image of a person
    D. C.
    CEO
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  • Stylized image of a person
    P. S.
    CFO
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  • Stylized image of a person
    G. S.
    Managing Partner
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  • Stylized image of a person
    I. V. S.
    Operations Manager
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  • Stylized image of a person
    T. H.
    Senior Practice Manager
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  • Stylized image of a person
    D. S.
    Senior Financial Advisor
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  • Stylized image of a person
    V. P.
    Principal
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  • Stylized image of a person
    C. H.
    Client Appreciation Coordinator
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Contact profiles from Coda Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    CEO
    Phone icon
    United StatesHawaii
    Apr 24, 2025
  • Stylized image of a person
    G. S.
    Managing Partner
    Phone icon
    United StatesHawaii
    Jul 09, 2024
  • Stylized image of a person
    P. S.
    CFO
    Phone icon
    United StatesHawaii
    Jun 27, 2025
  • Stylized image of a person
    I. V. S.
    Operations Manager
    Phone icon
    United StatesHawaii
    Nov 15, 2025
  • Stylized image of a person
    T. H.
    Senior Practice Manager
    Phone icon
    United StatesHawaii
    Oct 21, 2025
  • Stylized image of a person
    D. S.
    Senior Financial Advisor
    Phone icon
    UNITED STATES
    Oct 10, 2025
  • Stylized image of a person
    V. P.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. H.
    Client Appreciation Coordinator
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Client Service Executive
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    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Intern And Non-Registered Assistant
    Phone icon
    United StatesHawaii
    Sep 23, 2025

Frequently Asked Questions

What is Coda Financial Group known for?

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Coda Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Coda Financial Group's company overview page for more information.

What is Coda Financial Group's most common email format?

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Coda Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coda Financial Group email formats with LeadIQ.

How many employees does Coda Financial Group have currently?

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Coda Financial Group has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Coda Financial Group's key employees and leadership?

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As of December 2025, Coda Financial Group's key employees include:

  • CEO: D. C.
  • CFO: P. S.
  • Managing Partner: G. S.
  • Operations Manager: I. V. S.
  • Senior Practice Manager: T. H.

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