Cody O'Keefe, APMA™, CRPC™

Cody is a Personal Office® Advisor with NorthRock Partners, bringing a client-centered, relationship-driven approach to the industry. He partners with business owners and high-net-worth families to help simplify financial complexity and create strategies designed to build confidence for the future.

With expertise in retirement planning, income strategies, and legacy planning, Cody is passionate about helping clients prepare for life's next chapters while staying true to their goals and values. His designations as an Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®), Bachelor of Science in Accounting from Kaplan University, and years of industry experience, support his disciplined and personalized approach to financial advice.

Cody has been recognized among Forbes Best-in-State Next-Generation Wealth Advisors for 2023 and 2024 and as a Five Star Wealth Manager from 2020 to 2025 for his dedication to delivering exceptional client service and results. He believes that great advice empowers clients to make decisions with clarity today while building a meaningful legacy for tomorrow.

Professional Designations and Associations

  • Bachelor of Science, Accounting | Kaplan University
  • Accredited Portfolio Management Advisor (APMA®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • FINRA Series 7, Series 63, Series 65
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2020-2025

Professional and Community Involvement

Cody is involved in Keaton's Child Cancer Alliance (KCCA), which provides emotional, educational and financial support to local families with children battling cancer, while increasing awareness and funding pediatric cancer research towards a cure.

Personal Life

Outside of work, Cody’s life revolves around his family, who mean everything to him. He and his wife, Galina, enjoy spending time with their three children traveling, golfing, or simply having Friday family movie nights. Cody also loves playing baseball and golf with his kids. For him, being an advisor is not just a career, but a calling to help others live confidently and purposefully.