Our mission is to help you make smart financial decisions based on integrity, trust and a system catered to your individual needs.

Managing your wealth can be overwhelming.  When you are apprehensive about your financial well-being, we will provide realistic advice to help provide you with financial guidance.  We thrive on giving you confidence about your financial future by implementing a plan of action to help pursue your goals.  

By working together as a team, we will develop a plan, guide you through life’s biggest decisions and ensure you sustain the necessary income while employed, through retirement and beyond.  As your primary financial advisor, we envision that Codrea Financial Services will become the first call you make regarding decisions about your money. 

Jason Codrea proudly holds a designation as a CERTIFIED FINANCIAL PLANNER™ or CFP®.

Why the CFP® designation might matter to you.

Almost anyone can call themselves a “financial planner;” but, to obtain the CFP® Certification, a financial planner must:

• 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