THANK YOU Stillwater for once again choosing us as your first choice Financial Advisor and CPA firm. We are proud to provide guidance to build, protect and transition assets when you are seeking clarity regarding investments, tax, retirement, and business issues. Offices are located in Stillwater, Oklahoma City, Shawnee and Guthrie, Oklahoma
Danny Cochran, Melinda Bell, and Kevin Bell, are registered representatives. Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC, Advisory Services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance Agency, LLC. Danny Cochran Certified Financial Planner and CPA is not a registered broker/dealer or registered investment advisory firm. Investments are subject to market risks including the potential loss of principal invested.
Source: Stillwater News Press, Voted Readers First Choice Financial Advisor, august 2018. This award is based upon public voting through Stillwater News Press. As such the award is not representative of the Financial Advisors future performance. Neither Danny Cochran Certified Financial Planner and CPA nor Avantax Investment ServicesSM paid a fee to Stillwater News Press in exchange for the rating.
Local Stillwater CPA, Danny Cochran wins Outstanding CPA in Financial Planning
OKLAHOMA CITY – A certified public accountant from Stillwater, Oklahoma, was honored with the Outstanding Member in Financial Planning Award from the Oklahoma Society of Certified Public Accountants during the organization’s 101st Annual Members Meeting on June 7 in Broken Arrow, Oklahoma. He was selected as the 7th recipient for the award.
Danny Cochran, CPA, PFS, CFP®, is the founder and president of Danny Cochran, CPA, PC, which has its corporate office in Stillwater and has additional offices in Shawnee, Guthrie and Oklahoma City, Oklahoma. Cochran has been a member of the OSCPA for 43 years and, during that time, has made a significant impact on his field. In addition to being a CPA, he’s also earned the Personal Financial Specialist credential from the American Institute of CPAs, the Certified Senior Advisor credential, and the Certified Financial Planning credential. Committed to ensuring long-range committed service and expertise for clients, Cochran has brought in qualified advisors for both the tax and financial services side of the practice.
Cochran taught accounting and served on multiple community boards, but he readily admits his most rewarding service has been as the Chapter Director for the Oklahoma City Chapter of HD Vest. He was the first Oklahoma City Chapter member to achieve Premier Advisor status with HD Vest, something he held for four consecutive years. He has achieved premier advisor status nine times out of thousands of advisors nationwide with broker/dealer HD Vest and qualified for the HD Vest President’s Council. Additionally, the firm has earned Stillwater News Press Reader’s Choice awards many times in financial planning and accounting.
Letters of recommendation for Cochran to receive the award came pouring in from all over Oklahoma. Fellow members Richard Ross in Anadarko, Dr. Steven Wilson in Tulsa, Randy Cloud in Oklahoma City and Beau Barnes in Lawton had nothing but high praise for Cochran.
In his letter of recommendation, Wilson stated, “Mr. Cochran has been a chapter director with HD Vest since 2003. Four of Danny’s chapter members have achieved Premier Advisor status with HD Vest, a recognition afforded to only 75 advisors a year.”
Wilson continued, “While I am not in Danny’s chapter, he has helped and inspired me to the point I have achieved Premier Advisor status nine times…With his experience in investments, client behavior, insurance and taxes, he provides exciting and innovative approaches to developing the skills of his chapter members.”
On his professional leadership, Cochran stated, “As CPAs and financial advisors, we have to walk the walk before we can talk the talk. Our clients are bombarded daily with negative news. I strive to be a positive influence to everyone I come into contact with and, hopefully, they are positive influences on those they come into contact with.
Cochran added, “My goal is to help our clients live their best financial life goals now and in retirement. We strive to accomplish this with active listening to their desires, knowledgeable research and comprehensive planning to pursue those goals.”
In his presentation speech, OSCPA Chairman of the Board Neil Jay, CPA, ABV, said, “With so many singing his praises and multiple awards honoring his work, the Personal Financial Planning Committee believes he is accomplishing his mission every day.”
The Outstanding Member in Financial Planning Award is sponsored by the OSCPA Personal Financial Planning Committee. Every year, the award honors a member who has significantly contributed to the growth and enhancement of the CPA profession and to the success of his or her organization or a notable entrepreneurial achievement. To learn more about OSCPA awards or membership, visit www.oscpa.com.
Danny Cochran, HD Vest Advisor-Securities offered through HD Vest Investment Services®, Member FINRA/SPIC, Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
The Oklahoma Society Certified Public Accountants awarded Danny Cochran their Outstanding Member in Financial Planning at the Annual Members Meeting on June 7th, 2019. This award was based on recommendations from members of the organization. As such, the award is not representative of the Financial Advisors future performance. Neither Danny Cochran nor HD Vest Advisory Services paid a fee to The Oklahoma Society of Certified Public Accountants in exchange for the award.
With more than 6,500 members in public practice, industry, government and education, the OSCPA is Oklahoma’s only statewide professional association of CPAs. Since 1918, the organization has continued to provide professional education, conduct quality reviews and promote and maintain high standards of integrity and competence within the accounting profession. Visit www.oscpa.com for resources and to learn more about
Financial wellness decreases stress and promotes total health. A recent study found 80% of employers plan to implement or boost existing wellness programs with a financial component.
Our advisers are available for presentations on a variety of financial wellness topics for businesses and organizations in 2014. We offer on site or webinar options tailored to your interests.
A few topics to consider:
In my years of corporate wellness, when talking with clients, I always brought up a question to gauge their willingness to change. “People can spend their entire lives sacrificing their health to gain money… Then, when they get to retirement years, they sacrifice all of their money to try and regain their health. Does that remind you of anyone?” says Kevin Bell.
Inevitably, my health clients could name a tragic case off the top of their head of someone who made it to retirement, only to pass away shortly after and not being able to enjoy those years of hard work. I know how important a financial plan is for the future of my own family. My years in the wellness field helped crystallize, just as it’s important to have a wellness plan, it is equally as important to have a financial plan for your future.
After much thought, prayer and consideration, it was obvious to me that helping people come to peace with Financial Health was where I wanted to transition my professional goals. It is exciting to work with the Danny Cochran team of financial advisors, tax and accounting professionals as I study to become a Wealth Management Advisor.
I look forward to the day I can answer the following questions from clients, “Will my money outlive me? Or will I outlive my money”. It will be rewarding to ask clients, how can I help you plan and pursue your financial goals?
Kevin holds series 6 and 63 licences. He is a graduate of Oklahoma State University and holds a Master’s of Science in Nutritional Sciences. He is a certified Personal Trainer and a Certified Behavioral Health Coach. His professional leadership, knowledge and motivational energy was respected by Devon Energy, Oilfield Plastics, Con-way Freight, UMB Bank and Air-Products Chemicals employees and their families.
Our advisors are available for presentations on a variety of financial wellness topics for businesses and organizations in 2014. We offer on site or webinar options tailored to your interests.
Danny Cochran Certified Financial Planner® and CPA
Melinda Bell, Wealth and Tax Advisor has been awarded the designation of Enrolled Agent; the highest credential the IRS awards. Like attorneys and CPA’s she will have unlimited practice rights before the IRS. She also holds Series 7, 63, 66, and Insurance designations which allows her to provide comprehensive financial planning to families, professionals, retirees, and business owners.
Bell has been an Advisor with Danny Cochran Certified Financial Planner® and CPA since 2010. Offices are located in Shawnee and Stillwater, Oklahoma. She developed and presents programs titled, ‘What to do with my paycheck’, targeted for young adults soon to enter the work force and ‘Financial Clues from the Tax Return’ for civic organizations.
For more information call 405.275.5602 in Shawnee or 405.372.2880 in Stillwater.
Securities offered through H.D.Vest Investment Servicessm Member SIPC .Advisory Services offered through H.D.Vest Advisory Servicessm 6333 N. State Highway 161 Fourth Floor, Irving, TX 75038 972.870.6000.