Cody Barclay

As a financial advisor with Napa Valley Financial, Cody Barclay works closely with clients to understand their goals, priorities, and financial circumstances. Through in-depth conversations, he helps individuals and families identify their objectives and create personalized financial plans that include strategies for investments, retirement, tax efficiency, and insurance. Cody’s goal is to provide clarity and structure so clients can make informed decisions with confidence.

Cody began his career in financial services after interning at Napa Valley Financial in 2019, where he discovered his passion for helping people organize and plan their financial lives. He joined the firm full time in 2020, earning his Series 7 and 66 registrations, California state insurance license, and California notary license while building relationships with clients across different life stages.

Before becoming an advisor, Cody worked at Vintners Golf Club in Napa and served as lead instructor for the National Academy of Athletics, where he facilitated youth sports camps and learned the value of communication, discipline, and teamwork-skills that continue to shape his approach today.

A Napa native, Cody graduated from Napa High School before earning his Associates of Arts in Business Administration from Santa Rosa Junior College and a Bachelor’s degree in Finance from California State University, Chico. He holds the SIE, Series 7, Series 7 and Series 66 licenses and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification, expected in 2026.

Cody and his wife, Sydney, have been together since 2015 and married in 2023. They welcomed their first child, Jackson, in October 2025. Outside of work, Cody enjoys spending time with family and friends, staying active, and playing golf-a life long passion he continues to enjoy regularly