Cody Klein, CEPA®, AIF®
With almost 10 years in the financial services industry, Cody is a Managing Director at SageView Advisory Group, based out of the firm’s Westlake Village, CA office. As a lead advisor, he orchestrates multiple aspects of the client experience. Cody believes if a client must think twice about a financial decision, they should be giving him a call. Amongst his clients he is known for going above and beyond and delivering a holistic, personal approach to help SageView’s clients achieve a work optional lifestyle.
He graduated Magna Cum Laude from California State University, Northridge with a bachelor's degree in business and finance. He holds the Certified Exit Planning Advisor (CEPA®), and Accredited Investment Fiduciary (AIF®) designations and has a California Insurance License.
Cody played Division 1 collegiate baseball, and when not in the office enjoys rooting for any of the major LA sports teams, most notably the Dodgers. Cody married his high school sweetheart, Sophie, and they enjoy spending time outdoors.