Larry Cogdell's Location
Medford, OR, US
Larry Cogdell's Work
- President @ Planner4U LLC
- Registered Principal @ SagePoint Financial
- Self Employed @ Larry Cogdell
Larry Cogdell's Education
- College of Financial Planning
CERTIFIED FINANCIAL PLANNER™ (CFP®) (Financial Planning and Services)
1986 - 1987 - The American College
Chartered Financial Consultant® (ChFC®) (Financial Planning and Services)
2009 - 2010 - The American College
Chartered Life Underwriter® (CLU®) (Insurance)
2000 - 2001
Larry Cogdell's Skills
- Estate Planning
- Microsoft Office
- IRAs
- Project Management
- Microsoft Excel
- Chartered Life Underwriter
- Patient Safety
- Certified Financial Planner
- Nursing
- Investment Advisory
Larry Cogdell's Summary
Larry Cogdell, based in Medford, OR, US, is currently a President at Planner4U LLC, bringing experience from previous roles at SagePoint Financial and Larry Cogdell. Larry Cogdell holds a 1986 - 1987 CERTIFIED FINANCIAL PLANNER™ (CFP®) in Financial Planning and Services @ College of Financial Planning. With a robust skill set that includes Estate Planning, Microsoft Office, IRAs, Project Management, Microsoft Excel and more, Larry Cogdell contributes valuable insights to the industry. Larry Cogdell has 1 email on RocketReach.
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