Clode Moradi, MSPFP, CFP®, FBS®, EA- Founder

Clode is an independent Certified Financial Planner® and an EA representing taxpayers before the IRS. Clode has a  Post-CFP® Masters Degree in Advanced Personal Financial Planning, from Kansas State University, one of the most prominent financial planning universities in the nation. He graduated at the top of his class with a 4.0 GPA and was awarded a nomination and acceptance into the honorary society of Phi Kappa Phi to represent the importance of higher education in the Financial Planning industry.

Clode specializes in taxation, retirement, and investment planning as they relate to personal goals and quality of life. He also holds a Graduate Level Certification in Financial Therapy, and is a Certified Financial Behavioral Specialist®.

Clode has written extensive research articles on financial topics such as goal based portfolio construction, how to define “financial success”, money psychology and its manifested human behaviors, and various other topics related to finance, taxation, and human behavior as they relate to one’s quality of life. Clode also has a Bachelor’s Degree in Personal Financial Planning, where he graduated Summa Cum Laude from Franklin University of Ohio. He is an active member of the Financial Planning Association and Financial Therapy Association.

Clode is the founder of Brilliant Financial Strategies, LLC. He started in the financial industry more than 24 years ago and created BFS as a platform to offer financial planning at a much deeper level. Clode feels that Financial Planning needs to break out and surpass the status quo. “Our job is to help clients make use of their financial potential to build a meaningful life”.

He enjoys spending quality time with his wonderful family. Clode’s hobbies include saltwater fishing and Brazilian Jiu-Jitsu. Clode is the creator of a group called Kool Kids Fish that introduces kids and their parents to the hobby of fishing, as a means of spending quality time together. Clode also coaches teens and adults in Brazilian Jiu Jitsu. He works with people who want to learn Jiu Jitsu to enhance their life as well as athletes that compete in Jiu Jitsu tournaments nationally. One of his most valued personal accomplishments was receiving his brown belt in Brazilian Jiu Jitsu from ADCC world champion Orlando Sanchez of Gracie Barra, in 2018. Clode went on to receive his Black Belt in 2023.

Clode’s approach to life, money, and financial planning is to create quality of life through balance and honest self-reflection. He believes that abundance can only have value when there is balance in one’s household, family, and internal being. He brings this approach to all aspects of life.