Cody Smith Location
San Ramon, CA, US
Cody Smith Work
- 2011 - now Financial Advisor, CFP®, CEBC® @ Summit Financial Group, LLC
- 2006 - 2011 Director of Planning @ Summit Financial Group, LLC
Cody Smith Education
- California State University, Chico
B.S. in Business Administration (Financial Services; Economics)
2004 - 2006 - Oregon State University
(Business Administration - Finance; Economics)
Cody Smith Skills
- Marketing
- Leadership
- Strategy
- Customer Service
- Public Speaking
- Retirement
- Project Planning
- Land Use
- Investments
- Urban Planning
Cody Smith Summary
Cody Smith, based in San Ramon, CA, US, is currently a Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC. Cody Smith brings experience from previous roles at Summit Financial Group, LLC. Cody Smith holds a 2004 - 2006 B.S. in Business Administration in Financial Services; Economics @ California State University, Chico. With a robust skill set that includes Marketing, Leadership, Strategy, Customer Service, Public Speaking and more. Cody Smith has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Summit Financial Group, LLC Employees
-
35+ -
Erin Haubner
Director of HR and Operations at Summit Financial Group, LLC
California, United States34 -
Jay Gilson
Senior Director at Summit Financial Group, LLC
California, United States25+ -
Aaron Peabody
Financial Advisor, CFP® at Summit Financial Group, LLC
San Ramon, CA, US23 -
Connor Merrigan
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Gina Morais
Financial Advisor, CFP® at Summit Financial Group, LLC
San Ramon, CA, US45+ -
Kim Damiani
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Cody Smith
Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC
San Ramon, CA, US35+ -
Collin Sapp
Senior Client Service Coordinator at Summit Financial Group, LLC
Walnut Creek, CA, US24
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