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:
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
Click below for a list of helpful documents to offer you additional financial perspective.
LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.