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Kody Brown

CFP®, CRPS®

Vice President, Wealth Advisor

About Kody

For more than a decade, Kody Brown has dedicated his career to helping young professionals and families build strong financial foundations for their futures. As Vice President at Sequoia Financial Group, Kody brings a thoughtful, comprehensive approach to wealth management. He guides clients through everything from retirement planning and investment strategy to navigating life’s unexpected financial complexities. Kody also works to design and implement retirement plans for businesses, ensuring both employers and employees have the tools they need for long-term success.

Kody’s commitment to financial planning excellence is reflected in his credentials and continuous pursuit of knowledge. He holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Plans Specialist℠ (CRPS®) designations, equipping him with specific knowledge in retirement plan design and administration. His educational foundation includes a Bachelor of Arts in Business Administration from the University of La Verne and a certificate in Financial Planning from Boston University. He recently completed a Taxation Certificate from UCLA Extension and is completing his MBA through Boston University at this time. Beyond his professional pursuits, Kody is a lifelong learner, avid reader, and sports enthusiast. He serves on the West Region Board of the National Association of Personal Financial Advisors (NAPFA) and is a member of ProVisors, a premier national networking organization for trusted advisors. He is driven by a commitment to excellence and the continued growth of those around him.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.


Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Retirement Plans Specialist℠ (CRPS®)
  • Certificate in Financial Planning, Boston University
  • Bachelor of Arts in Business Administration, University of La Verne


Up Close

  • Member of the West Region Board of the National Association of Personal Financial Advisors (NAPFA)
  • Member of ProVisors, a premier national networking organization for trusted advisors
  • Former active member of the San Marino Chamber of Commerce.
  • Married to Jenna; proud father of three young sons: Emerson, Lochlan, and Berenger
  • Lifelong learner, avid reader, and sports enthusiast

contact your financial planning specialist

Kody Brown,

CFP®, CRPS®

Vice President, Wealth Advisor