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Cody Klein


Cody Klein

Cody Klein

Associate 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 B.S. in Finance and Business Honors. He currently holds the FINRA Series 7 & 66 securities registrations through Triad Advisors.

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.

Summit is a federal registered investment advisor. Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
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