Summer Intern 

At Citrus

Citrus Wealth Article by

Kelly Shira 

Marketing Coordinator, CWM

Learning The Tricks of The Trade

Citrus Wealth prides itself on community involvement & financial education. While the advisors at Citrus actively recruit qualified interns throughout the summer months, one individual found them. Seeking to further his industry knowledge, Kody Whitaker reached out to Blaine & Jeff in search of an opportunity to serve their company. As a dedicated student of finance, Kody was a perfect fit. Learn all about Kody in the interview below! 

Tell Us About Yourself.

Citrus Wealth Intern, Kody Whitaker, Hard at Work.

I was born and raised in Redlands. I'm the quarterback at Henderson State University, and am graduating this December with my Bachelor's in Finance. My hobbies include golfing, reading, surfing, and watching sports.

What do you enjoy most about working for Citrus Wealth?

I enjoy the culture at Citrus. It embodies all the traits that make Redlands a wonderful place. The business model here is 100% client friendly and the company prides itself on helping their clients in any way, shape, or form.

What skills have you acquired during your internship here?

The skills I've acquired here include client interaction and how to carry myself professionally. I learned a ton of information, from retirement planning to personal investing. 

What do you hope to have accomplished in ten years?

In ten years, I hope to have my CFP® and my own wealth management firm. I also hope to have my home contractor's license as well as at least five rental properties.

We thank Kody for all his hard work and dedication to Citrus Wealth. We're wishing him a successful final semester!

1461 Ford Street, Suite 103

Redlands, California 92373

909.312.4412 | info@citruswm.com

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Citrus Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Citrus Wealth Management

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Privacy PolicyBrokerCheck.

 

Citrus Wealth Management & Concurrent Advisors are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

 

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