195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Cody C. Smith, CFP®, CBEC®

Cody-280x230-15
 
Contact Information:
Summit Financial Group, LLCPrint
(925) 866-7800
cody@summitadvisors.com
2000 Crow Canyon Place
Suite 450
San Ramon, CA  94583
 
 
Cody C. Smith, CFP®
Financial Advisor

Joining the Summit family shortly after the firm’s inception, Cody spent his early years creating the financial plans for Summit’s clients. The technical knowledge gained by working on hundreds of client plans, is quite useful in his work today. Cody’s gift for strategic design and creative thinking led him to join forces with Nathan Bennett in a practice helping business owners and successful professionals pursue financial independence.

Cody embraces his inner “geek” spearheading Summit’s investment committee. He’s passionate in his quest to fully understand the investments held by clients and recommended by the firm. His analytical skills also make him naturally adept when working on exit and succession planning for clients.

Away for the office, Cody is never bored; spending his brief moments of free time staying active by playing soccer, fly fishing, and dreaming of fresh powder returning to the Sierra’s (he can only hope!). He and his fiancé Erica feel blessed to call San Francisco home.

Cody was a starting outfielder on the two consecutive NCAA Division II College World Series teams with the Chico State Wildcats, and relives his glory days on the diamond coaching the annual STRETCH Baseball Youth Camp. In addition, both Cody and Erica find immense joy in helping make the world a healthier place. Some of their favorite charities include Project Open Hand and The Kidney Foundation – both advocates for wellness and fighting nutrition related diseases.