Cody Nisenbaum
Investment Specialist
Department: Investment Team
Experience: Investments since 2019
Education: B.B.A. in Finance and Business Economics from Grand Valley State University
Based out of our Campbell, California office, Cody prepares and executes client trade orders, including portfolio rebalancing, cash management, and tax-loss harvesting, to help meet our clients’ objectives. He joined the team in March 2025 when Wade Financial Advisory partnered with Modern Wealth.
As Cody pursues his CFA designation as a Level 1 candidate, he continuously monitors client portfolios and their investments so that they align with their investment goals. He worked as an investment analyst for five years before joining WFA as a portfolio management associate.
Cody has three siblings and is a proud uncle to one nephew and four nieces. Cody’s friends and family are the most important aspects of his life. In his free time, Cody enjoys staying active by playing sports and relaxing with friends while playing board games and watching movies. A fun fact about Cody is that he has a collection of 38 board games and counting. His favorite board as of March 2025 in Decrypto.