Cody Murray is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor’s in Accounting and an MBA from Oklahoma State University. Cody works closely with dentists to build and implement comprehensive financial plans. His extensive financial background includes portfolio management, debt management, tax strategy, accounting, retirement planning, and insurance analysis. With several years of experience providing fiduciary planning services, Cody brings perspective that allows him to deliver advice based on a holistic view of a dentist’s financial profile.
How Proactive Dentists Plan for Their Children’s Future
In this webinar, Ryan Isaac, CFP® and Cody Murray, CFP® will talk about dentists can plan for their children's future.
Expect the Unexpected: How Smart Dentists Manage Risk
In this webinar, Ryan Isaac, CFP® and Matt Mulcock, CFP® will talk about the kind of risks that are unique...