Our Team

Cody C. Smith

CFP®, CBEC®

Financial Advisor

[email protected]

Joining the Summit family shortly after the firm’s inception, Cody spent his early years creating the financial plans for Summit’s clients. The technical knowledge gained by working on hundreds of client plans, is quite useful in his work today. Cody’s gift for strategic design and creative thinking led him to join forces with Nathan Bennett in a practice helping business owners and successful professionals pursue financial independence.

 

Cody embraces his inner “geek” spearheading Summit’s investment committee. He’s passionate in his quest to fully understand the investments held by clients and recommended by the firm. His analytical skills also make him naturally adept when working on exit and succession planning for clients.

 

Away from the office, Cody is never bored; spending his brief moments of free time staying active by playing soccer, fly fishing, and dreaming of fresh powder returning to the Sierra’s (he can only hope!). He and his wife, Erica, feel blessed to call San Francisco home.

 

Cody was a starting outfielder on the two consecutive NCAA Division II College World Series teams with the Chico State Wildcats, and relives his glory days on the diamond coaching the annual STRETCH Baseball Youth Camp. In addition, both Cody and Erica find immense joy in helping make the world a healthier place. Some of their favorite charities include Project Open Hand and The Kidney Foundation – both advocates for wellness and fighting nutrition related diseases.

 

 

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#1234481 DOFU 06/2015.

Check the background of this investment professional on FINRA BrokerCheck

 

  • 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
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.

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