Codrea Financial Services

Dental Professionals – Get Proven Financial Planning From Graduation To Retirement.

Fund your financial success with a personalized approach with your goals in mind.  Have a sound financial plan so you can focus on your practice and your life.  Work with a company that is recognized for providing resources and financial education to the dental industry.

  • Personalized Approach
  • Financial Solutions That Deliver
  • Uniquely Qualified To Serve the Dental Community

At Codrea Financial Services, we truly care about making your dreams a reality and will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in working towards your dreams. Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.  The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama (AL), California (CA), Colorado (CO), Florida (FL), Illinois (IL), Indiana (IN), Kansas (KS), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX), Virginia (VA), Wisconsin (WI). We are licensed to sell insurance products in the following states of: Alabama (AL), California (CA), Colorado (CO), Illinois (IL), Indiana (IN), Kentucky (KY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Washington (D.C), Utah (UT), Virginia (VA), Wisconsin (WI).

The Dental Network Group, Codrea Financial Services, and LPL Financial are not affiliated entities.

Jason Codrea

Jason grew up in and currently lives and works in the Columbus area.  He received his Finance degree from Anderson University where he played soccer and was a captain of the soccer team in 2002.

He enjoys playing golf and host a golf outing each year.  Jason has spent time volunteering with his church, other organizations around Ohio, and has been on 6 mission trips out of the country to help others.

Jason has been working with dentists for the majority of his career and hosted many events and talks at dental schools to educate students about financial topics so they are prepared once they begin working after graduation.