A system geared for your success
WORKING WITH FINANCIAL U
A system geared for your success
WORKING WITH FINANCIAL U
Control your own marketplace with the support, freedom, and technology you need
At Financial U, we believe in setting people up for success. We have a proven business system that starts you off with a stream of appointments and the ability to grow a team around you.
Leadership geared to help you build your career
We’ve been there. We understand what it feels like to know that you want a change but not know where to start. Our leadership team cares about your success. We’ll help you build a career as a financial advisor in the education and nonprofit space. Our leadership team will provide you the tools and teach you how to run a financial services business.
Together we’ll create a business plan based on your income needs and desires.
The Financial U Team
Cody Carpenter
Founder
With more than 20 years of financial services industry experience, Cody Carpenter has dedicated himself to providing the highest standards of excellence to his clientele through financial education, retirement planning and strategic plan reviews.
Financial U has expanded to offices and advisors in five states, including Georgia, Kansas, Nevada, Texas and Virginia. Financial U assists individuals in making informed decisions, as well as supports and guides their clients toward customized solutions in the complex world of personal finance. Cody and his team specialize in retirement plans for educators and are committed to helping clients understand the options available to them.
Cody received his CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. In addition to his CFP®, Cody also holds his Series 6, 63 and 65 securities licenses.
Cody’s passion is to bring peace of mind to clients by helping them develop sound goals, set realistic expectations, and remain committed to their future.
Taylor DuPertuis
Client Service Director
Missy Lovell
Marketing Director
Hannah Brooks
Support Team
Mariah Felts
Support Team
Shanna Hope
Support Team
Start here. Grow here.
Training that gets you there
We know you may feel intimidated to start something new. So we’re all about training you. Field and virtual training is provided including all regulations and licensing systems.
In our training, we cover sales • presentations • marketing • prospecting • nurturing • scheduling • case design • closing business • applications • processing paperwork • servicing • creating referrals • and more!
A plan to stabilize your future
1. Step One
Attend an opportunity meeting
2. Step Two
Complete training
3. Step Three
Start closing business!
