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Coda Financial Group Employee Directory

Financial ServicesHawaii, United States11-50 Employees

Coda Financial Group is a financial services firm that emphasizes a relationship-based, consultative approach to financial planning. Based in Honolulu, regionally serving clients from Hawaii to North Carolina, the firm aims to identify clients’ financial objectives and craft plans tailored to their long-term goals. Its advisory model prioritizes understanding individual needs to develop customized strategies within the broader context of lifelong financial management.
The company operates within the financial services industry and positions itself as a location-focused advisory resource for individuals seeking objective, personalized guidance. With a presence in Honolulu and Raleigh, the firm serves a client base attentive to long-range financial planning, aiming to address personal wealth and retirement objectives through a tailored, objective framework.

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
    V. P.
    Principal
    Mobile Phone

Coda Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Coda Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    V. P.
    Principal
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Coda Financial Group known for?

Minus sign iconPlus sign iconCoda Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-919-415-****
. Explore Coda Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconCoda 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?

Minus sign iconPlus sign iconCoda Financial Group has approximately 11 employees as of July 2026. 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 July 2026, Coda Financial Group's key employees include:

  • Principal: V. P.

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