Kody is a Financial Analyst and Certified Financial Planner™ (CFP®) at Sterling Financial Group, Inc., an independent financial planning and investment advisory firm in Pasadena, CA. He oversees the firm’s technology efforts, including system design, optimization, and training. Kody is also involved in financial analysis, development and review of financial plans, trade execution, website development, and client relationship management.
Kody earned a Bachelor of Arts degree in Business Administration at nearby University of La Verne and a certificate from Boston University in Financial Planning. Kody holds the following FINRA registrations with LPL Financial: Series 7 general securities and the Series 66 state securities licenses. Kody is a licensed administrator with, and securities are offered through, LPL Financial.
Kody actively serves at Foothill Church in Glendora as a young adult discussion group leader. He was previously an active member of the San Marino Chamber of Commerce. Kody and his wife Jenna have been residents of Azusa since 2015. They are blessed to have a toddler that is full of life and energy.