Cody Klein, CEPA®, AIF®
Managing Director, Wealth Management
Cody Klein is Managing Director, Wealth Management at SageView Advisory Group, based out of the Westlake Village, CA office. He has over 12 years of experience guiding individuals and families through comprehensive wealth management and financial planning. He leads a dedicated team committed to delivering an exceptional client experience and a holistic approach that aligns financial strategies with each client’s unique goals and values.
Cody is passionate about helping clients achieve a “work optional” lifestyle, where financial independence provides the freedom to focus on what matters most to them.
He graduated Magna Cum Laude from California State University, Northridge, with a bachelor’s degree in business and finance, as well as the Certified Exit Planning Advisor (CEPA®), and Accredited Investment Fiduciary (AIF®) designations that underscore his commitment to ongoing education and excellence in the industry.
A former Division I college baseball player, Cody brings a strong sense of teamwork and discipline to his role. Outside of the office, he enjoys spending time outdoors with his wife, Sophie, and cheering on Los Angeles sports teams.