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Cody Klein

AIF®

Partner | Senior Wealth Advisor

Cody is an essential member of the Wealth Management Team at Summit. He uses his exceptional analytical and technical skills to thoroughly evaluate wealth planning options for clients and enjoys collaborating with the team to determine the best course of action. Cody is a dynamic speaker and readily shares his passion and insights about financial markets with clients.

He graduated Magna Cum Laude from California State University, Northridge with a bachelor's degree in business and finance. He currently holds the FINRA Series 7 & 66 securities registrations through Triad Advisors, as well as a California Insurance License.

Cody and his wife, Sophie, enjoy eating their way through the Los Angeles food scene. Cody played Division 1 collegiate baseball at Southern Utah University, and still enjoys playing recreationally in his spare time.