Our Team

Cody C. Smith

CFP®, CBEC®, CEPA®

Financial Advisor

[email protected] | 925.866.7800

Smith_Cody5318-287x230
Cody-1
Cody-2

Cody joined Summit Financial Group in 2006 – the year of the firm’s inception. For the first 5 years of his career, he served as Summit’s Director of Planning and designed all the comprehensive financial plans for the firm’s clients. The technical knowledge gained from working on those plans is invaluable for his work today. Eventually Cody’s gift for problem solving and creative thinking led him to join in an advisory practice working alongside Nathan Bennett as a Financial Advisor. Together they have been helping business owners, professionals, and families pursue and maintain financial independence. Cody’s analytical skills make him naturally adept at working on exit and succession planning for private business owners.

 

In addition to being a Financial Advisor, Cody is a member of the firm’s Investment Committee and is involved with client portfolio design and construction. He enjoys designing bespoke portfolios based on a client’s specific and unique planning needs. To continually hone his expertise, he has obtained several professional designations (the alphabet soup behind his name) and participates in ongoing education. 

 

On the personal front, Cody grew up in the Willamette Valley of Oregon near the city of Salem. He has passion for being active in the outdoors and enjoys playing soccer, skiing, and fly fishing. He and his wife Erica reside in Walnut Creek along with their daughters, Charlotte and Claire. His proudest accomplishment is being a father and husband, and cherishes spending time with his family.

 

Cody holds CA Insurance Lic. #0G88314, and 6, 7, and 63 securities registrations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Follow Cody on social media:
      

 

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC . Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Legal Disclosures | Privacy, Security & Account Protection | BrokerCheck

MSIRobot