Meet Cordi Powell, a trained medical doctor specializing in Physical Medicine and Rehabilitation. Cordi made a bold pivot when she took time off to nurture her three children and seamlessly transitioned from a career in medicine to becoming a guiding light in financial planning. She pursued her passion in the male-dominated financial industry, completing the rigorous CERTIFIED FINANCIAL PLANNER® coursework. She then acquired the Enrolled Agent (EA) certification, as a testament to her conviction that including taxes is necessary for comprehensive financial planning.

In 2012, Cordi made another audacious move when she founded Favored Financial Planning, an independent, minority women-owned, registered investment advisory firm, focused on addressing the financial concerns unique to women who are responsible for managing their household finances.

One of the assets that sets Cordi apart is her holistic approach. While she adeptly handles traditional investment portfolios, her female-dominated clients receive individualized comprehensive financial guidance. This includes meticulous tax preparation and planning, strategic integration of 401(k) plans, personal real estate planning and a robust long-term care strategy that extends beyond conventional insurance purchases.

In addition to her professional achievements, Cordi finds balance in her personal life. Married to Jerry, she now revels in the joy of being an empty nester. This newfound freedom allows Cordi to actively participate in a local Master’s Swim Team, further showcasing her commitment to a well-rounded lifestyle.

Cordi Powell stands as a beacon of empowerment, illuminating the path for women navigating the complexities of financial stewardship with her expertise, compassion, and unwavering dedication.