Our Team

Cody C. Smith

CFP®, CBEC®, CEPA®

Financial Advisor

[email protected] | 925.866.7800

Joining the Summit team the year of the firm’s inception, Cody Smith 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 two daughters, Charlotte and Claire. Both he and Erica enjoy being active in the community through their participation in various charitable organizations, most notably the National Kidney Foundation.

 

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

 

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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.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

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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