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 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

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

There are many reasons people decide to build a great wine collection. You want that perfect bottle on hand to complement celebratory meals. You strive

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Jan 15, 2021
10 Rules of Collecting Art
10 Rules of Collecting Art

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

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Jul 20, 2020
Don’t Miss the Boat on Gifting and Estate Tax Exemptions
Don’t Miss the Boat on Gifting and Estate Tax Exemptions

In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion

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Jan 31, 2020
Making the Most of Your Windfall
Making the Most of Your Windfall

Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and

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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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