Meet the Host: Cody Stansell, Senior Wealth Advisor and Owner of Steadfast Wealth Planning
Meet Cody Stansell, the passionate Senior Wealth Advisor behind Steadfast Wealth Planning, where biblical principles and comprehensive financial expertise come together. Cody's approach isn't about selling products—it's about building lifelong relationships as a trusted financial concierge for his clients.
The comprehensive services at Steadfast Wealth Planning cover every aspect of financial life—investment management, retirement planning, tax optimization, estate planning, college savings, insurance, and more. But what makes their approach truly distinctive is understanding what clients really want. "None of them say their goal is to be wealthy," Cody reveals, "but almost all of them say they just don't want to be poor and have to rely on their children." By creating tailored plans that address these core concerns, Cody helps clients build the confidence to live financially free lives. In an industry where trust is everything—"very hard to obtain and very easy to break"—this client-first mentality has fostered a thriving practice built largely on referrals.
To learn more about Steadfast Wealth Planning visit:
https://www.SteadfastWealthPlanning.com
Steadfast Wealth Planning
5550 Granite Pkwy, STE 270
Plano, TX 75024
469-606-2040
