Cody Beaumont, CPA, CFP®
San Francisco Bay Area, CA
After gaining experience as a tax advisor for agricultural businesses in Eastern Washington and later working with startups and high-net-worth individuals in the Bay Area, Cody returned to the Pacific Northwest to bring his expertise to HFG Trust. He joined the firm with a strong background in tax planning and family office services and now serves as a financial advisor with a focus on integrated wealth management and long-term planning.
Cody is a Certified Public Accountant and a Certified Financial Planner™. He holds a degree from Washington State University, where he studied accounting and finance. Known for his practical insight and calm demeanor, Cody is passionate about helping clients navigate complex financial situations with clarity and confidence.
Outside the office, Cody values time with family and stays active in the outdoors—often hiking, camping, or enjoying time on the water. He’s also a fan of college football and takes every opportunity to support his WSU Cougars. Whether helping clients with sophisticated planning needs or exploring the Pacific Northwest, Cody brings thoughtfulness and integrity to everything he does.
Areas of Expertise
- Portfolio Management
- Tax Planning
- Retirement Planning
Education and Certificates
Washington State University
Favorite Quote/Fun Fact
I once fixed something just by turning it off and back on—felt like a legend.
Get in Contact
Email: cbeaumont@hfgtrust.com
Phone: 509.398.3614
Social:LinkedIn
