Our Team

Cody C. Smith

CFP®, CBEC®

Financial Advisor

Joining the Summit team the year of the firm’s inception, Cody spent countless hours creating hundreds of financial plans for our clients. The technical knowledge gained from working on those plans proves useful in his work today. Cody’s gift for problem solving and creative thinking led him to join forces with Nathan Bennett in a practice helping business owners and successful professionals pursue financial independence. Cody’s analytical skills make him naturally adept at working on exit and succession planning.

 

Growing up in the Willamette Valley of Oregon, Cody has passion for the outdoors and athletics and typically spends his free time playing soccer, skiing, or fly fishing. In addition, he was a former starting outfielder on two consecutive NCAA Div. II College World Series teams with the Chico State Wildcats.

 

Cody resides in San Francisco with his wife, Erica, and their daughter, Charlotte. Both he and Erica enjoy being active in the community through their participation in various charitable organizations, most notably the National Kidney Foundation and The Guardsmen, a nonprofit that helps at-risk youth obtain the resources they need to thrive.

 

 

Cody holds CA Insurance Lic. #0G88314, and 6, 7, and 63 securities registrations. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. TR#3117663 DOFU 06/2020

Check the background of this investment professional on FINRA BrokerCheck

 

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