Elizabeth Cody

Elizabeth Cody, CFP®

Senior Wealth Manager
(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 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 30, 2019
Diversifying Concentrated Holdings
Diversifying Concentrated Holdings

Many dedicated employees, especially in Silicon Valley, eventually gain significant exposure to their own company’s stock by regularly participating in employee stock purchase plans (ESPP)

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Apr 24, 2019
Exploring Options for Retirement Living
Exploring Options for Retirement Living

You moved to Silicon Valley to pursue career opportunities and then stayed to raise your family. You are now a retired empty nester who has

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Apr 23, 2019
Is it Time to Revisit Long-Term Care Insurance Options?
Is it Time to Revisit Long-Term Care Insurance Options?

In the process of building solid financial resources to provide for their families, most successful investors also recognize the importance of adequately protecting their physical

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Jan 31, 2019
When Does It Make Sense to Hire a Professional Fiduciary?
When Does It Make Sense to Hire a Professional Fiduciary?

Silicon Valley has long served as a beacon throughout the country and world for the best and brightest technology professionals seeking career and economic opportunities.

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Jul 31, 2018
Domestic Asset Protection Trusts – A Shield Against Litigation
Domestic Asset Protection Trusts – A Shield Against Litigation

Silicon Valley is home to countless individuals who have created significant wealth through grit and ingenuity; but it is also located in California, a notoriously

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Apr 26, 2018
Tackling the Challenges of a Concentrated Position by Creating a CRUT
Tackling the Challenges of a Concentrated Position by Creating a CRUT

Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions

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Mar 15, 2018
No Good Deed Goes Unpunished – Insuring Your Nonprofit Work
No Good Deed Goes Unpunished – Insuring Your Nonprofit Work

There are many great reasons to serve as a director or officer (D&O) of a nonprofit organization. Perhaps you have a desire to make a

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Jan 25, 2018
Helpful Tips for Improving Your Credit Score
Helpful Tips for Improving Your Credit Score

For entrepreneurs in Silicon Valley, particularly first-time founders who bootstrapped their start-up, mediocre credit scores can be a painful fact of life. Perhaps company expenses

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Dec 5, 2017
Year End Planning Checklist
Year End Planning Checklist

As year-end approaches, it is time to review strategic planning opportunities with your trusted advisors. As we await the outcome of the tax reform bill,

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