CoverProfile

Kody Brown

Financial Advisor & Principal

Sterling Financial Group Inc

United States, California, Pasadena

About Me

Kody is a Financial Advisor & Principal 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 Pl

View more

Profile Information

Financial Advisor & Principal

Sterling Financial Group Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Pasadena

California

United States

Jul 7, 2025

More profiles to browse

MH
Michael Hatch
Financial Advisor, Principal & Owner
Profile Photo
Berkeley Harrison
Senior Portfolio Manager & Chief Compliance Officer
JP
Jonathan Price
President

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation