Cory is a CERTIFIED FINANCIAL PLANNER™ and an LPL Financial Advisor at Financial Planning Consultants. He brings with him over 15 years of experience in the financial services field. He focuses on investments, insurance, cash flow, tax, and estate planning to provide comprehensive advice and strategies to his clients. He is passionate about guiding clients to their desired outcomes and surpassing their goals with realistic strategies.
Cory graduated from the University of San Diego earning a Bachelor’s Degree in Business Administration and Minor in Accountancy. During his time at USD, Cory also competed on the football team. Cory is a fully registered investment professional who holds the Series 7 and 66 securities registrations through LPL Financial. He also holds Life, Accident, and Health Insurance licensing in California. CA Insurance License #: 0G56957
Outside of the office, Cory enjoys playing tennis, traveling, and going to the beach. He and his wife Kristi have two children. They love living in San Diego and like to explore the city with the kids.