Company Information

Get to know coda financial group

Coda Financial Group is an independent financial services firm headquartered in Irvine, California. Founded by Jeff Coda, the company operates as a registered investment adviser, focusing on providing personalized financial planning and wealth management services. Their mission is to help clients navigate every phase of their financial lives by offering a comprehensive suite of services, including retirement planning, tax management strategies, investment management, estate conservation, and insurance solutions. The firm emphasizes building long-term relationships and creating customized strategies to meet individual client goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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coda financial group

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.