Cody Hawkins, CFP®
Fee-only financial planning for REALTORS® and self-employed professionals
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Serving Clients Nationwide
Fee-only financial planning for REALTORS® and self-employed professionals
Areas of Focus
- Business Owners
- Estate Planning
- High Net Worth
- Investment Management
- Real Estate Investing
- Retirement Planning
- Tax-Efficient Planning
- Taxes
About Cody Hawkins, CFP®
Hi, I'm Cody Hawkins, Financial Planner at PeaceLink Financial Planning.I joined PeaceLink Financial Planning in August 2024 after obtaining my CERTIFIED FINANCIAL PLANNER™ certification. I began my career in the financial services industry in 2020, working with Leland at his previous firm. Most recently, I spent the past two years at a firm in Norfolk, VA, providing holistic financial planning to high-net-worth individuals.
I am passionate about connecting with people and helping them make the most of their money to enhance their quality of life. As PeaceLink takes a team approach, I collaborate with Leland in the financial planning process and oversee most of the operations as PeaceLink continues to grow.
I grew up in Amelia, VA, and attended James Madison University—Go DUKES! My wife, Meggie, and I live in Virginia Beach. When I'm not working, I love running, playing basketball, or finding the best local taco spots in Hampton Roads.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
249 Central Park Avenue, Suite 300-64, Virginia Beach, VA 23462
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About PeaceLink Financial Planning
We all want to feel a sense of confidence in our life, but too often that is not the case. That is the PeaceLink difference. It’s not about just setting up and managing accounts. It is about crafting a plan that is tailored to YOU, to help you create the life you desire.WHAT YOU CAN EXPECT
✔️ Fee-Only: The only compensation I receive is directly from my clients. I don’t get paid commissions based off of investment product sales. This means I am able to give you great, unbiased financial advice tailored to what is best for you, not tailored to what pays me more.
✔️ Fiduciary: I am legally obligated and personally liable to provide you advice that is in your best interest. This should be a no-brainer, but believe it or not, many investment firms are not held to this standard.
✔️ The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and a commitment to the highest standard of integrity and professionalism in the industry.
WHO WE WORK BEST WITH
✔️ BUSINESS OWNERS: Owning your own business is a wonderful adventure of controlling your destiny. But with such a great opportunity comes great complexity as well. Many business owners love what they do, but aren’t trained in business and personal finance. They know they need help with: Organizing and optimizing their taxes | Tracking their income and expenses better | Building a “benefits plan” including insurance and retirement vehicles | Getting as much money from their business, into their personal life as possible | Ultimately they need help managing their business finances to benefit them personally.
✔️ REALTORS®: Real estate is a field that offers incredible opportunity. No REALTOR® goes into this field because they like working nights and weekends or paying their own taxes. They got into this field with a dream of a lifestyle: more freedom, time, and income. They need help with: Structuring their business | Optimizing their taxes | Managing their business and personal cash flow | Getting the most money from their business | Saving/investing for their future | Ultimately they want to get the life they want from their business.
Education
James Madison University, Bachelor's degree, Public Administration
Hobbies and Interests
- Basketball
- Family
- Running
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
- Gen Y / Millennials
- Gen Z
- Military
- Real Estate Agents
- Sales Professionals
- Young Families
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