Todd Doobrow, CFP

Todd Doobrow, CFP

Todd Doobrow is an independent Certified Financial Planner® fiduciary and founder of Curato Advisory, who has worked with dental and medical professionals, and their teams, for more than a decade.

Not only does he see the life of a dentist first-hand as his wife practices Periodontics and Implant dentistry, but he has entrenched himself in his clients’ practices with a voracious focus on financial efficiency.

He can be reached at Todd@CuratoAdvisory.com or 205.778.2020.

why reviewing your financial plan is important as a dental professional

Why Reviewing Your Financial Plan Matters More Than You Think

By: Todd Doobrow, CFP According to an article from the Wall Street Journal, “the average person spends…

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year end tax moves

Smart Tax Moves to Make Before Year-End

By: Todd Doobrow, CFP As the calendar winds down, now is the time to take proactive steps…

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pros and cons of selling to a dso

Selling To a DSO: Yes or No?!?

By: Todd Doobrow, CFP As the dental industry evolves, many independent dentists are considering selling their practices…

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paying off student loans vs. investing

Paying Off Student Loans Early vs. Investing: A Smart Strategy

By: Todd Doobrow, CFP As a dentist, you’ve likely emerged from dental school with some amount of…

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dentist writing down his new years resolutions

New Year’s Resolutions for Dentists: Get a Head Start Before the Year’s End

By: Todd Doobrow, CFP As the year winds down and we gear up for the holidays, many…

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benefits of dentists asking for financial help

Why Dentists Shouldn’t Be Afraid to Ask for Financial Help

By: Todd Doobrow, CFP In today’s fast-paced world, dentists face numerous challenges, from human resources, to maintaining…

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questions to ask when hiring a financial advisor

Time to Look Beyond Index Funds

By: Todd Doobrow, CFP Index funds have gained immense popularity in recent years, often lauded for their low…

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dentist creating a better financial situation

When to Change Financial Advisors

By: Todd Doobrow, CFP Break-ups are rarely ever fun but are often necessary to help us keep…

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talking with a CFP about the role of psychology in financial planning

The Crucial Role of Psychology in Financial Planning

By: Todd Doobrow, CFP Financial planning isn’t just about numbers and spreadsheets; it’s equally about understanding how…

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optimize your tax position

The Importance of Year-End Tax Planning for Dentists: Maximizing Financial Health

By: Todd Doobrow, CFP “Why does my accountant tell me in March what I should have done…

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Delayed Gratification and Finances 

By Savanah Craig | January 1, 2025

By: Dr. Savanah Craig Finances have always felt like a hot topic from the time I got my acceptance to dental school. From student loans to the cost of living; job offers to buying a home, it feels like someone is always giving advice about finances. Ironically for as much advice and information that was…

How Dental Insurance Claims are Processed for Reimbursement (Importance of Proper Narratives)

By Angela Holland | January 1, 2025

By: Angela Holland Dental insurance claims are a fundamental part of any dental practice’s revenue cycle. However, the process of getting reimbursed for services rendered can be complex, time-consuming, and often frustrating if not handled properly. One of the most crucial components of a successful claim is the narrative—the detailed explanation of why a particular…

How Dentists Can Save Lives Through Dental Sleep & Airway Education, Emphasizing Oral Systemic Health

By Dr. DeWitt Wilkerson, DMD | December 27, 2024

By: DeWitt Wilkerson, DMDThe Article Originally Appeared on TheDawsonAcademy.com. Dr. Wilkerson granted permission for igniteDDS to share with our readers. Dental professionals have long known that the mouth is a gateway to overall health – what happens within the oral cavity can have a direct impact on the rest of the body. And as oral health…

Navigating the Unpredictable Path of Early Dental Practice Ownership with Dr. Gabriela Flores

By Dr. Gabriela Flores | December 26, 2024

Host: Dr. Tanya Sue MaestasGuest: Dr. Gabriela FloresEdited By: Candy Velez CRDH The journey into dental practice ownership is as daunting as it is rewarding, particularly for those stepping into it soon after dental school. Dr. Gabriela Flores shares her experience of navigating this complex landscape, offering invaluable insights that resonate with dental professionals and…

Help! My Dental Assistant Is Always Missing When I Need Them

By Ronda Holman | December 24, 2024

By: Ronda Holman It’s a familiar and frustrating scenario: You, the Dentist, are ready to seat the next patient but your dental assistant is missing. Time ticks away, the schedule begins to fall apart, and frustration grows—only to find the assistant casually chatting in the lab or taking an unscheduled break. This situation not only…

The Practice Profit Plan: Steps to Achieve Financial Freedom & Growth

By Dawn Patrick | December 23, 2024

By: Dawn Patrick, Dental Coach and Director of Operations, IgniteDDS Managing a dental practice is more than providing quality patient care. To achieve long-term success, dentists must also focus on financial health—both within their practice and personally. This roadmap offers actionable steps to maximize profitability while maintaining balance in life and business.  Step 1: Set…

The Index Technique: New No-Prep Approach for Worn Dentition

By Riccardo Ammannato, DDS | December 20, 2024

By: Riccardo Ammannato, DDSThis Topic Originally Appeared on PankeyGram.Org. Dr. Ammannato granted permission for igniteDDS to share with our readers. The goal of treating severely worn teeth is to improve the smile appearance and extend the function of the teeth. To ensure patient comfort and health, achieving stable posterior occlusion and efficient anterior guidance is…

Lifelong Learning and Work-Life Balance in Dentistry: Insights from Chad Duplantis

By Chad Duplantis, D.D.S, F.A.G.D | December 18, 2024

Host: Dr. Tanya Sue MaestasGuest:  Dr. Chad DuplantisEdited By: Candy Velez CRDH The world of dentistry is ceaselessly evolving, demanding continuous education and an acute awareness of work-life balance. Chad Duplantis, a seasoned dental professional, shares vital wisdom that transcends the operatory. Duplantis’s dialogue with Tanya Sue Maestas offers a holistic approach necessary for a…

Ecosite One by DMG Review – with Dr. David Rice

By David Rice | December 17, 2024

By: Dr. David Rice Ecosite One by DMG, guys, this is a very cool composite I just reviewed. Watch my quick video below or read on for more details. Key Takeaways: Ecosite One is ideal for class ones, twos, and fives. It’s also pretty versatile, meaning we can use it for very conservative preps, all…

Essential KPIs for Start-Up Dental Practices

By Dawn Patrick | December 16, 2024

By: Dawn Patrick, Dental Coach and Director of Operations, IgniteDDS Tracking and measuring KPIs in your dental practice isn’t just a nice-to-have; it’s essential for growth and sustainability. By focusing on key metrics like new patient acquisition, retention rates, and production efficiency, you can identify areas for improvement and drive your practice toward success. Let…