Cody Smith Email & Phone Number
Financial Advisor, CFP®, CEBC® @ Summit Financial Group, LLC
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Cody Smith Location
- San Ramon, CA, US
Cody Smith Work
- Financial Advisor, CFP®, CEBC® @ (May 2011 - Present)
- Director of Planning @ (October 2006 - April 2011)
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
- Finance
- Non Profits
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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