Premier 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 is a master of portfolio design—combining academic rigor with real-world expertise. He holds a Master’s in Investment Management from Boston University and has worked alongside some of the industry’s top firms. As an independent firm, STUDIOi, LLC operates free from sales quotas and 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 delivers tailored investment advice, long-term portfolio strategy, and coaching for people who want clarity without the noise.
Investment Advisory & Portfolio Design
Portfolio Reviews
Financial Coaching
Retirement & Wealth Planning
Educational Workshops
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, and past performance is no guarantee of future results. Please refer to our website for additional information and disclosures.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
AZ
08/29/2024 - Present
Studioi, LLC (PHOENIX AZ)
MA
04/14/2006 - 08/01/2006
OPPENHEIMER & CO. INC. (BOSTON MA)
IA
Issued 02/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
