Cody Makela, CFP

Cody A. Makela, CFP®, A founder of the Santa Barbara Trust Company provides strategic advice as a Member of the Board of Directors and investment council as an investment advisor for our clients.  Cody joined Arlington Financial Advisors in February 2015 and became a partner in 2021. He is committed to helping clients plan, analyze, and implement solutions for their financial lives. With over 17 years of experience in the financial industry, Cody spent four years as a client service specialist at Charles Schwab & Co., Inc.

A ninth-generation resident of Santa Barbara, Cody was born and raised in the county, with his family history tracing back to its founding. He earned a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara. Additionally, he holds the Certified Financial Planning® (CFP) designation.

Cody is actively involved in the community. He serves as the Vice President of the Santa Barbara Trust for Historic Preservation and is a member of the Santa Barbara Club board. He enjoys surfing, spending time by the ocean, hiking, and biking in his leisure time. Cody resides in Santa Barbara with his wife, Patty, and their two daughters.