Cody C. Smith, Cfp®, Cepa®
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Cody C. Smith, Cfp®, Cepa® Email & Phone Number

Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC
Location: San Ramon, California, United States 3 work roles 2 schools
1 work email found @summitadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@summitadvisors.com
LinkedIn Profile matched
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Current company
Summit Financial Group, LLC
Role
Financial Advisor, CFP®, CEBC®
Location
San Ramon, California, United States
Company size
55 employees

Who is Cody C. Smith, Cfp®, Cepa®? Overview

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Quick answer

Cody C. Smith, Cfp®, Cepa® is listed as Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC, a company with 55 employees, based in San Ramon, California, United States. AeroLeads shows a work email signal at summitadvisors.com and a matched LinkedIn profile for Cody C. Smith, Cfp®, Cepa®.

Cody C. Smith, Cfp®, Cepa® previously worked as Financial Advisor, CFP®, CEPA® at Summit Financial Group, Llc and Director of Planning at Summit Financial Group, Llc. Cody C. Smith, Cfp®, Cepa® holds B.S. In Business Administration, Financial Services; Economics from California State University-Chico.

Company email context

Email format at Summit Financial Group, LLC

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*@summitadvisors.com
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AeroLeads found 1 current-domain work email signal for Cody C. Smith, Cfp®, Cepa®. Compare company email patterns before reaching out.

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Profile bio

About Cody C. Smith, Cfp®, Cepa®

Cody is a financial advisor that helps private business owners and successful professionals pursue financial independence.He is a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED BUSINESS EXIT CONSULTANT™. Cody holds CA Insurance Lic. #0G88314, and 6, 7, and 63 securities registrations. He is a Registered Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services

Listed skills include San.

Current workplace

Cody C. Smith, Cfp®, Cepa®'s current company

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Summit Financial Group, LLC
Summit Financial Group, Llc
Financial Advisor, CFP®, CEBC®
San Ramon, CA, US
Website
summitadvisors.com
Employees
55
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Company profile
View company profile Email format
3 roles

Cody C. Smith, Cfp®, Cepa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Cfp®, Cepa®

Current
Summit Financial Group, Llc

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Summit Financial Group, LLC is not a registered broker/dealer and is.

May 2011 - Present

Director Of Planning

Summit Financial Group, Llc

San Francisco Bay Area

Developed all the comprehensive financial plans for Summit's valued clients.

Oct 2006 - Apr 2011
Team & coworkers

Colleagues at Summit Financial Group, LLC

Other employees you can reach at summitadvisors.com. View company contacts for 55 employees →

DL Donald Ledoux, Cfp® Donald Ledoux, Cfp® Colleague at Summit Financial Group, LlcDanville, California, United States, United States View → RK Rachael Kepke, Cfp®, Cepa®, Chfc® Rachael Kepke, Cfp®, Cepa®, Chfc® Colleague at Summit Financial Group, LlcSan Ramon, California, United States, United States View → VS Vanessa Savage, Cfp®, Cepa®, Ricp® Vanessa Savage, Cfp®, Cepa®, Ricp® Colleague at Summit Financial Group, LlcWalnut Creek, California, United States, United States View → NM Nancy Mcmillin Nancy Mcmillin Colleague at Summit Financial Group, LlcLivermore, California, United States, United States View → KH Kimberly Horikoshi Kimberly Horikoshi Colleague at Summit Financial Group, LlcSan Ramon, California, United States, United States View → DG Dash Grammer, Cfp® Dash Grammer, Cfp® Colleague at Summit Financial Group, LlcSan Francisco, California, United States, United States View → JG Jay Gilson Jay Gilson Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → TB Tyler Bailey, Cfp® Tyler Bailey, Cfp® Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → JL Jeffrey Lee Jeffrey Lee Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View → MS Michael Schomaker, Cfp® Michael Schomaker, Cfp® Colleague at Summit Financial Group, LlcSan Francisco Bay Area, United States View →
2 education records

Cody C. Smith, Cfp®, Cepa® education

FAQ

Frequently asked questions about Cody C. Smith, Cfp®, Cepa®

Quick answers generated from the profile data available on this page.

What company does Cody C. Smith, Cfp®, Cepa® work for?

Cody C. Smith, Cfp®, Cepa® works for Summit Financial Group, LLC.

What is Cody C. Smith, Cfp®, Cepa®'s role at Summit Financial Group, LLC?

Cody C. Smith, Cfp®, Cepa® is listed as Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC.

What is Cody C. Smith, Cfp®, Cepa®'s email address?

AeroLeads has found 1 work email signal at @summitadvisors.com for Cody C. Smith, Cfp®, Cepa® at Summit Financial Group, LLC.

Where is Cody C. Smith, Cfp®, Cepa® based?

Cody C. Smith, Cfp®, Cepa® is based in San Ramon, California, United States while working with Summit Financial Group, LLC.

What companies has Cody C. Smith, Cfp®, Cepa® worked for?

Cody C. Smith, Cfp®, Cepa® has worked for Summit Financial Group, Llc.

Who are Cody C. Smith, Cfp®, Cepa®'s colleagues at Summit Financial Group, LLC?

Cody C. Smith, Cfp®, Cepa®'s colleagues at Summit Financial Group, LLC include Donald Ledoux, Cfp®, Rachael Kepke, Cfp®, Cepa®, Chfc®, Vanessa Savage, Cfp®, Cepa®, Ricp®, Nancy Mcmillin, and Kimberly Horikoshi.

How can I contact Cody C. Smith, Cfp®, Cepa®?

You can use AeroLeads to view verified contact signals for Cody C. Smith, Cfp®, Cepa® at Summit Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Cody C. Smith, Cfp®, Cepa® attend?

Cody C. Smith, Cfp®, Cepa® holds B.S. In Business Administration, Financial Services; Economics from California State University-Chico.

What skills is Cody C. Smith, Cfp®, Cepa® known for?

Cody C. Smith, Cfp®, Cepa® is listed with skills including San.

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