Cody Garrett, CFP® in

Cody Garrett, CFP®

Inquirer · DISC type cd
Founder & Educator at Measure Twice Planners
📍 Houston, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Founder & Educator
Job Level
Leadership
Location
Houston, Texas, United States
Personality Overview

How Cody shows up

ROI Conscious
Demanding
Hard To Convince

They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Cody cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2022
Founder & Educator
Measure Twice Planners
5-2021
Owner & Financial Planner
Measure Twice Financial
10-2023 - 1-2024
Technical Editor for "F.I.R.E. for Dummies"
Wiley
10-2018 - 5-2021
Financial Planner
Legacy Asset Management
6-2010 - 1-2020
Worship Keyboardist
Second Baptist Church, Houston, TX
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2019
CFP® - Certified Financial Planner Program
Rice University
2009 - 2010
Professional Diploma
Berklee College of Music
2006 - 2010
Bachelor of Music
University of Houston
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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