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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Help…My Dental Assistant is Always On Their Personal Cell Phone While On the Clock

By Ronda Holman | October 28, 2024

Tackling Cell Phone Distractions in the Dental Office By: Ronda Holman Dr. Smith is preparing to see her next patient, but as she heads toward the operatory, she notices the patient has not yet been seated. Curious about the delay, she checks the sterilization area and finds her dental assistant scrolling through social media on…

Top Phone Greeting Tips for Dental Practices

By Dr. Leonard Hess, DDS | October 25, 2024

By: Dr. Leonard A. Hess, DDSClinical Director, The Dawson AcademyThe Article Originally Appeared on TheDawsonAcademy.com In today’s competitive dental market, creating a lasting first impression is more important than ever. One of the simplest yet most effective ways to do this is through an excellent phone greeting. Dental practices, often preoccupied with patient care and…

Time to Look Beyond Index Funds

By Todd Doobrow, CFP | October 23, 2024

By: Todd Doobrow, CFP Index funds have gained immense popularity in recent years, often lauded for their low fees, diversification, and ease of use. However, while they offer a straightforward investment strategy, it may be time for investors to consider alternatives that may provide enhanced returns, tailored strategies, and unique opportunities. Why Look Beyond Index Funds?…

Preventing Burnout: How to Maintain Engagement & Discipline in Your Dental Team

By Dawn Patrick | October 21, 2024

By: Dawn Patrick, Dental Coach and Director of Operations, IgniteDDS  In today’s demanding dental environment, burnout among dental professionals is increasingly common. As a dental leader, your team’s well-being is essential to the long-term success of your practice. Burnout impacts not only productivity but also patient care, team morale, and retention. Maintaining engagement and discipline…

Active Listening Tips For Patient-Centered Care

By Dr. Bill Gregg, DDS | October 18, 2024

By: Dr. Bill Gregg DDSThis topic originally appeared on Pankey.org. Dr. Gregg granted permission for igniteDDS to share with our readers. The first step towards becoming a great clinician, who can diagnose and treat diseases is becoming an active listener. Usually, the most important things you need to know for an effective treatment come from…

The Art of Listening: Clinical Mistakes with Dr. Chad Duplantis on Dental Fuel

By Chad Duplantis, D.D.S, F.A.G.D | October 16, 2024

Host: Dr. Tanya Sue MaestasGuest:  Dr. Chad DuplantisEdited By: Candy Velez CRDH In this episode of Dental Fuel, our host, Dr. Tanya-Sue Maestas, sits down with Dr. Chad Duplantis, a seasoned restorative dentist based in Fort Worth, Texas. With decades of experience and a passion for technology in dentistry, Dr. Duplantis shares invaluable insights for…

Building Self-Esteem & Long-Term Commitment: How to Show Appreciation to Your Dental Team 

By Dawn Patrick | October 14, 2024

By: Dawn Patrick, Dental Coach + Director of Operations, IgniteDDS  In any dental practice, the team is its core. When they feel appreciated, their self-esteem rises, confidence grows, and they’re more likely to stay long-term. Showing consistent and genuine appreciation is not just a gesture—it’s an ongoing strategy to build a committed, high-performing team. This…

A Challenging Hybrid Overdenture Case

By Dr. Lee Ann Brady | October 11, 2024

By: Dr. Lee Ann Brady, DMDThis topic originally appeared on Pankey.org. Dr. Brady granted permission for igniteDDS to share with our readers. Dentistry is a life-learning career, and everyone encounters some cases through their career that challenge their clinical skills. That’s a positive thing, it motivates us to explore more and advance our skills further,…

When to Change Financial Advisors

By Todd Doobrow, CFP | October 9, 2024

By: Todd Doobrow, CFP Break-ups are rarely ever fun but are often necessary to help us keep moving forward.  Whether firing a difficult patient or moving on from a significant other, closing one door hopefully leads to another opening. This is no different when thinking about your relationship with your financial advisor. As your needs…

Challenges & Benefits of Working in Healthcare

By Savanah Craig | October 7, 2024

By: Dr. Savanah Craig Working in healthcare is challenging for many reasons. I would bet that most people in healthcare are high-achieving and have a strong desire to help others. This makes people susceptible to burnout. Dentists, however, have the added level of patient fear, distrust, and isolation to contend with. Spend enough time with…