Codrea Financial

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.

learn how Codrea Financial can help you and your dental practice

Jason Codrea

A Columbus, Ohio native, Jason Codrea began working as a Financial Advisor in 2003 after obtaining his Bachelor’s Degree in Financial from Anderson University in Anderson, Indiana.  Jason’s primary focus is to help each of his clients work towards or pursue their financial goals with an individualized and detailed plan of action. Being raised by educators, Jason enjoys explaining the reasons behind his specific recommendations and takes the time to explain his rationale and ensures that each of his clients are comfortable with the plan created with their specific goals in mind.  In 2014, Jason became a CERTIFIED FINANCIAL PLANNER™ through The College of Financial Planning.  In addition to being a CFP®, Jason is a member of The Financial Planning Association, Society of Financial Services Professionals, and The National Association of Insurance and Financial Advisors.

Over the years, Jason has developed relationships with the ever-growing dental community in Ohio.  Jason co-founded and is the current president of The Dental Network Group, a group of professionals that come together to assist both new and established dentists with a wide range of services.  Jason frequently partners with The Ohio State University College of Dentistry, Case Western Reserve University College of Dentistry, The Columbus Dental Society, and The Capital City Study Club, and other local study clubs with a variety of events.

Jason Codrea is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Codrea Financial Services are separate entities from LPL Financial. Jason Codrea is registered to do business in the following states: California (CA), Colorado (CO), Florida (FL), Illinois (IL), Kansas (KS), Missouri (MO), North Carolina (NC), Ohio (OH), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Wisconsin (WI). The Dental Network Group is not affiliated with LPL Financial or Codrea Financial Services.

Contact Info:

Jason Codrea

Email:  jason@codreafinancial.com

Website:  http://www.codreafinancialservices.com/

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