Elizabeth Cody

Elizabeth Cody, CFP®

Senior Wealth Manager
Shareholder
(650) 854-9150 LinkedIn

Elizabeth Cody discovered her passion in the early days of her career: She loves helping people do what they want with their lives and overcome challenges. In fact, the bigger the challenge, the better, which is why she’s a great Wealth Manager.

Liz brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill. She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning. A people person at heart, Liz specializes in guiding clients through stressful situations and events, connecting them with the people and resources they need, and working closely with their extended professional team to help them reach their goals. Her flexibility and depth of experience make her a truly trusted advisor.

Outside of work Liz loves to entertain, throwing dinner parties and welcoming friends into her home. She enjoys cooking, exercising, reading, and traveling, taking frequent trips to visit her family on the Jersey shore or to Hawaii and Europe with her husband. Liz is a former board member on the Board of Trustees for the Mills-Peninsula Hospital Foundation and serves as host of the annual luncheon to raise money for women in need—another challenge she is happy to rise to.

Latest Blog Posts by Elizabeth Cody

Jul 29, 2024
Saving Tax Dollars with Qualified Small Business Stock (QSBS)
Saving Tax Dollars with Qualified Small Business Stock (QSBS)

If you hold qualified small business stock (QSBS) and are thinking of starting or investing in a new venture, consider rolling your capital gain associated

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Jan 31, 2024
Happily Ever After:  Keys to Enjoying Your Retirement
Happily Ever After:  Keys to Enjoying Your Retirement

Did you know that the number of Americans ages 65 and older is projected to increase from 58 million in 2022 to 82 million by

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Jul 20, 2023
Accessory Dwelling Units – A Quick Guide
Accessory Dwelling Units – A Quick Guide

July 20, 2023 There are countless reasons for building an Accessory Dwelling Unit (ADU) on your existing property. Defined as a self-contained residential unit located

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Jul 28, 2022
The Tough Stuff: How to Talk to Your Children About Money and Finances
The Tough Stuff: How to Talk to Your Children About Money and Finances

July 28, 2022 No one said being a parent would be easy. In his book The Opposite of Spoiled, The New York Times money columnist

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Jun 9, 2022
The Basic Principles of Estate Planning
The Basic Principles of Estate Planning

June 9, 2022 https://www.youtube.com/watch?v=1TRzUmrhEsE&list=PLtKrwrbzUDn8cV7w1sTod6rtyig38OlEt&index=2 Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel,

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Jan 27, 2022
Are NFTs the Future for Collectibles?
Are NFTs the Future for Collectibles?

January 27, 2022 Although many consider the first NFT (non-fungible token) to have been created by digital artist Kevin McCoy in May 2014, the concept

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Jul 30, 2021
Creating a Suitable Legacy for Your Art Collection
Creating a Suitable Legacy for Your Art Collection

July 30, 2021 There are so many factors to consider when collecting art, not the least of which is what to do with it at

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Feb 2, 2021
A Quick Guide to Fine Wine Collecting
A Quick Guide to Fine Wine Collecting

February 2, 2021 There are many reasons people decide to build a great wine collection. You want that perfect bottle on hand to complement celebratory

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Jan 11, 2021
10 Rules of Collecting Art
10 Rules of Collecting Art

https://www.youtube.com/embed/ksVtWoKmsh8 January 11, 2021 Below is a transcript of the video interview. Elizabeth Cody: Hi everyone. Welcome to another episode of the Sand Hill Interview

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