Cody James, CFP®, CPA®

Cody James is a Wealth Advisor in the Beacon Pointe Falls Church, VA office. He partners closely with clients to deliver ongoing value, helping them make thoughtful, confident financial decisions at every stage of their journey toward achieving their long-term goals. Cody takes a comprehensive, client-first approach, integrating all aspects of financial planning to provide clarity and direction in an increasingly complex financial landscape.

Cody brings a well-rounded background in finance, having spent his entire career in the industry. He began in a Financial Planning & Analysis (FP&A) role within mortgage finance before transitioning to wealth management, where he previously served as a Wealth Advisor at an RIA. His experience across both corporate finance and advisory work allows him to bring a practical, analytical perspective to client planning and investment strategy.

He earned a Bachelor of Science in Commerce from the University of Virginia, with concentrations in finance and accounting. Cody is both a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a CHARTERED FINANCIAL ANALYST® (CFA®) charterholder. He is also an active member of the CFA Society in Washington, DC.

A lifelong Northern Virginia resident, Cody resides in Leesburg, VA, with his wife and their goldendoodle. Outside of the office, he enjoys long walks, visiting local breweries, hosting friends and family, and competing in local basketball and softball leagues.