Kody is a Financial Advisor at Sterling Financial Group, Inc., an independent financial planning
and investment advisory firm in Pasadena, CA. Kody works with young professionals, installs
retirement plans, and assists clients with other complicated financial issues. He is involved in the
investment management process at the firm, including asset allocation, manager research, strategy
selection, and trading execution. Kody also develops and reviews financial plans.
Kody earned a Bachelor of Arts degree in Business Administration at nearby University of La
Verne as well as a Boston University certificate in Financial Planning. Kody has also earned his
Certified Financial Planner™ (CFP®) and Chartered Retirement Plans SpecialistSM (CRPS®)
designations.
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 resided in Azusa since 2015 and are blessed to have two young and vibrant boys.