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Clode M
CFP®, Series 63, Series 65
Waco, TX
Brilliant Financial Strategies LLC
Clode Moradi is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Brilliant Financial Strategies LLC. His prior experience includes roles at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance Company. He is also a member of ISMART, LLC, a consulting role related to life, disability, and long-term care insurance. Brilliant Financial Strategies LLC provides portfolio management, financial planning, and pension consulting services to individuals and business clients. The firm employs a modern portfolio theory approach with a long-term horizon, emphasizes documented risk tolerances, and offers specialized tax-oriented and pension consulting services alongside standard portfolio management.
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