Jason Codrea proudly holds the CERTIFIED FINANCIAL PLANNER® certification, also known as the CFP®.
Why the CFP® certification might matter to you.
As a CERTIFIED FINANCIAL PLANNER®, professional, Jason Codrea provides comprehensive financial planning, wealth management, retirement planning, investment management, and personalized financial guidance for individuals, families, business owners, and dental professionals. Through a client-focused approach, Codrea Financial Services helps clients pursue long-term financial confidence with customized strategies designed around their unique goals and circumstances.
- Demonstrate several years of successful financial planning experience for clients
- Fulfill rigorous requirements established by the CFP® Board
- Pass a comprehensive CFP® Certification Exam
- Commit to maintaining high ethical standards for clients
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
