Cody Daniels

MSPFP, CFP®, EA

P: 208-522-6400  —  Email Cody

Cody Daniels focuses on the unique human side of wealth management, combining investor psychology with tailored retirement strategies. Fascinated by finance from an early age, he views financial planning as a powerful tool to help clients leverage their resources and live their best lives. By carefully listening to each client's motivations, Cody builds adaptable, long-term plans that eliminate financial stress and protect individuals from emotional market decisions.

His advisory career began in 2015 within Yeske Buie’s intensive Financial Planning Resident program, where he gained hands-on experience in every stage of the planning process. Cody later sharpened his skills as a workplace retirement planner at Fidelity Investments before joining Onyx Financial Advisors in 2021, drawn by the firm's strict commitment to professional excellence. Cody holds a Master of Personal Financial Planning from Kansas State University. His advanced graduate studies focused heavily on Behavioral Finance, giving him unique insight into how personal biases and emotions influence economic decisions.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), Cody maintains advanced credentials to deliver comprehensive wealth management and asset management strategies. Through clear, continuous communication, he ensures each client's portfolio remains aligned with their personal goals and shifting market conditions.

Away from his desk, Cody’s focus is on family, travel, and exploration of the outdoors. He and his wife love living in Southeast Idaho, where they can stay close to family and enjoy the region's diverse landscapes. An avid reader and sports enthusiast, he is particularly passionate about football and spending time out on the golf course. 

Credentials