Cody Daniel Zindler

Cody Zindler | Founder of STUDIOi, LLC ✔️ Portfolio construction expert. Financial coach. Investment advisor. With 25+ years in finance, Cody Zindler (he/him) founded STUDIOi, LLC—an independent advisory firm—to help people make confident, empowered decisions about money. From Wall Street to Main Street, his career spans mutual fund trading, fixed income strategy, regulatory compliance, and leading transformational investor workshops across the U.S. ✔️ Cody brings deep experience in portfolio design, combining academic rigor with real-world application. He holds a Master’s in Investment Management from Boston University and has worked with some of the industry’s top firms. ✔️ STUDIOi, LLC operates independently—free from sales quotas or proprietary product pressures common at larger institutions. The focus is on honest, human-centered advice rooted in long-term strategy and integrity. ✔️ Based in Phoenix, Arizona, STUDIOi provides investment advisory, coaching, and retirement planning services for people who want clarity without the noise. 🌐 https://www.WeAreSTUDIOi.com ✔️ STUDIOi, LLC Services: • Investment Advisory & Portfolio Design • Portfolio Reviews • Financial Coaching • Retirement & Wealth Planning • Educational Workshops ⚠️ PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. STUDIOi, LLC is a Registered Investment Adviser based in Phoenix, AZ. Advisory services are offered only in states where STUDIOi is registered or exempt from registration. All investing involves risk.