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Cody B
CFP®
Gilroy, CA
HFG Advisors, Inc.
Cody Beaumont is a CFP® professional at HFG Advisors, Inc. with four years of industry experience. He previously worked at Rosewood Family Advisors LLP and Moss Adams LLP. Beaumont is also employed as a financial planner at HFG Trust LLC, a trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, primarily using low-cost ETFs and institutional mutual funds, with tailored client-directed customizations and a notable affiliation with HFG Trust, LLC.
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