Kody Sherlund, CFP®, ECA
LEAD FINANCIAL PLANNER
Currently living in: Minneapolis, MN
Hometown: Fairfax, VA
Kody is a CERTIFIED FINANCIAL PLANNER™ who joined BKFi with over a decade of experience between BKFi and an RIA in Saint Paul, Minnesota, and studied financial planning at Virginia Tech. He brings an unending level of intellectual curiosity and enthusiasm to equity compensation and tax planning for tech professionals, and builds plans that help clients achieve financial independence.
Get to know Kody:
When I'm not nerding out on incentive stock options and alternative minimum tax, you can find me outside doing just about anything to stay active. Growing up, I mostly played baseball, but since moving to Minnesota 10 years ago, I've spent most of my time cycling and playing golf in the summer, and snowboarding and playing hockey in the winter.
Best piece of financial advice I’ve ever received is…
“Don’t buy a boat; find a friend who has one.”
