Professional
I have a firm belief that professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert - we do not take the fact that clients put their trust and faith in lightly. Having that said, below are a few of my professional designations and degrees.
Cory works with clients in all facets of life from Baby Boomers to Millennials and he also works with a plethora of different professions, but his areas of expertise are:
- Individuals and families who are retired or within a few years of retirement
- Medical Professionals - Cory works with numerous MD's (many of which are residents or fellows), PharmD's, DPT's, RN's, NP's, and PA's
- Police Officers & Firemen
Certified Fund Specialist (CFS) - Institute of Business & Finance
The Certified Fund Specialist (CFS) is the oldest designation in the mutual fund industry. Training is provided by the Institute of Business & Finance (IBF) and course topics include portfolio theory, dollar-cost averaging and annuities. The certification allows Cory to advise clients on which mutual funds best suit their particular needs.
Retirement Income Certified Professional (RICP) - The American College of Financial Services
While many advisors are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face—economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs—mean financial professionals need all the latest thinking and techniques to serve their clients’ changing needs.
