Brody is an Associate in the San Francisco office. He has more than five years of experience in financial services, partnering with clients to help them live their best lives. His expertise includes helping individuals relocating to or from the U.S. address the challenges cross-border families face in their personal financial affairs.
Prior to joining Cerity Partners, Brody was a Wealth Advisor with Worldview Wealth Advisors, working with U.S. and international professionals across the globe. He also worked as a Financial Planner at Lincoln Financial Advisors.
Brody earned his Bachelor of Arts degree in International Development from Point Loma Nazarene University. He is currently pursuing his Master of Science degree in Financial Planning from Golden Gate University and is also working toward his Certified Financial Planner (CFP®) certification. He serves on the board of the Financial Planning Association, San Francisco, as Co-Director of NexGen and a member of the pro bono committee.
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