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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Keeping Gingival Crevice Healthy

By David Rice | December 22, 2025

By: Pankey GramTopic Originally appeared on PankeyGram.org Gingival crevice is the space between the marginal gingiva and the tooth surface. Keeping it healthy, means knowing effective tooth preparation techniques that don’t block the passage of gingival crevice fluid with restoration materials. Many soft tissue inflammation, like gingivitis and periodontitis can occur as a result of…

The Practice Profitability Playbook: Part 3

By Dawn Patrick | December 22, 2025

Part 3: Clinical Control — Diagnose with Confidence, Present with Clarity By: Dawn Patrick, Business Strategy Coach, IgniteDDS Even the most profitable practice can struggle if patients don’t accept treatment consistently. Clinical Control ensures that your team delivers excellent care and communicates it effectively, so patients understand the value and say yes to recommended treatment….

How to Stay Sane During December’s Patient Rush: A Dentist’s Guide to Balance

By Sable Muntean | December 15, 2025

By: Dr. Sable Muntean December is a special kind of chaos for dental professionals. It’s the perfect storm: patients trying to use the last of their insurance benefits, parents squeezing in appointments before school break, and an endless stream of “Can you fit me in before the holidays?” messages. The pressure hits fast, and hard….

Smart Tax Moves to Make Before Year-End

By Todd Doobrow, CFP | December 15, 2025

By: Todd Doobrow, CFP As the calendar winds down, now is the time to take proactive steps that can lower your 2025 tax bill and set you up for success in 2026. Here are a few key strategies to consider before December 31: Maximize Retirement Contributions Boost your savings and reduce taxable income by contributing…

Evaluating Crown Integrity After Endodontic Access Preparation

By Dr. Lee Ann Brady | December 15, 2025

By: Lee Ann Brady, DMDThis topic originally appeared on PankeyGram.Org. Dr. Brady granted igniteDDS permission to share with our readers. When a patient requires a root canal treatment through an existing dental crown, how do you approach the conversation? Setting clear, realistic patient expectations is essential to maintaining trust and satisfaction. Here’s how I address…

From Clinician to CEO: Part 3

By David Rice | December 15, 2025

Financial Control: Profit With Purpose By: Dr. David Rice Most dentists don’t hate numbers … they just hate not knowing what they mean … and that sadly translates into pretending they don’t exist. If you want to know how to lead your practice … and life by the numbers … keep reading because it turns out…

Endo Made Simple Part 2: Shaping, Cleaning, & Irrigation

By Michael Eid | December 8, 2025

By: Michael Eid Missed Endo Made Simple Part 1? Check it out first here. Once the canals are open and a size 10 can glide, you’re ready to start shaping. This phase is all about control, patency, and avoiding iatrogenic trauma. Step 1: Confirm Working Length 🦷 High-Yield Tip: WL mistakes snowball into overfills, underfills,…

The Art of Saying “No” Without Guilt During the Busiest Time of Year

By Sable Muntean | December 8, 2025

By: Dr. Sable Muntean The holiday season can feel like a perfect storm for dental professionals. Schedules are packed, patients are trying to use up benefits, team members need time off, and family obligations stack up faster than you can keep track. Every request feels urgent. Every “yes” seems like the right thing to do….

Credentialing Isn’t Paperwork, It’s Strategy

By Angela Holland | December 8, 2025

Start-ups & Acquisitions in 2026, this is a must read! By: Angela Holland, Founder of Preferred Dental SolutionsInsurance Expert and Strategy Consultant for Dental PracticesPreferredDentalSolutions.com Too often, dental credentialing is treated as a checklist task, paperwork to be processed, boxes to be ticked, and forms to be faxed. But let’s be honest: credentialing is the…

Engaging Treatment Presentations that Influence Case Acceptance in Dentistry

By Gary DeWood, DDS | December 8, 2025

By: Gary M. DeWood, DDS, MS This topic originally appeared on PankeyGram.Org. Dr. DeWood granted igniteDDS permission to share with our readers. You’ve carefully diagnosed a patient’s oral health needs and crafted the perfect treatment plan. The patient seemed interested and engaged; they seemed to be asking for the treatment.  But when you present it, their eyes…