Cody Albrecht

Cody specializes in Financial Advisor in the intricacies of business sale transitions and the preservation of High Net Worth Estates. With an understanding of complex trust structures and estate planning, Cody offers expertise in navigating the nuances of high-value transactions. Cody is adept at orchestrating seamless transitions that maintain business continuity and safeguards the value of the enterprise, while also employing proven trust strategies to ensure long-term wealth preservation and tax optimization. Trusted by High Net Worth clients for custom solutions, Cody excels in aligning financial strategies with the unique objectives of High Net Worth individuals and their families.

Cody joined Valley Investment Planning in June of 2015 after receiving his bachelor’s degree from Iona College. Immersing himself with several corporate and trust companies and top money managers, Cody has excelled in strategically managing ultra-high net worth client’s portfolios. He currently holds his Series 7, 24, 66, and life and health security licenses and works out of the Red Hook, NY, office.

Cody’s passion is to help his clients maximize their returns with strategic tax harvesting programs and proper estate planning objectives. He lives in New Hampton, NY, with his wife and daughter. They enjoy traveling, hiking,and spending time with family.