Cudo Financial
A custom WordPress website for a Corvallis financial planning practice established in 1988.
David Cudo began his career in financial services when he moved to Corvallis, Oregon, in 1986. Cudo Financial, the financial planning practice he leads, was established there in 1988. They offer their investment services through Raymond James, which David joined that same year. Outside of work, he plays saxophone at charity fundraisers and has recorded three albums. Operations manager Jamie Andresen joined the practice in 2008, and client service representative Francisco Cisneros followed in 2011. Together they help people develop a financial plan and put investment strategies in place to carry it out. Their goal is to build a dedicated and trusted relationship with each of their clients.
Website Design
We put Cudo Financial’s team at the heart of the WordPress theme we designed for them, so anyone choosing a financial advisor can meet the people they would be working with. Each team member’s page tells a little of their story, including their role in the practice, their families, and their favorite pastimes. Current clients can sign in to Raymond James Client Access from the menu, and every page carries the required disclosures. The process page shows prospective clients how planning with Cudo Financial works, beginning with a discovery meeting where both sides make sure they are a comfortable fit for each other.
03 — The Work
Before the first meeting, an introduction to the team.
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