With over twenty years experience in the financial services industry, Cory has been the keynote speaker at several of Los Angeles premiere organizations. He was previously featured on radio station 94.7 The Wave in Southern California; currently boasting 1.3 million weekly listeners. As well as being featured in numerous financial articles and magazines, he also is a published author of two books.
Cory’s philosophy is ‘Keep It Simple.’ The world of finance doesn’t have to be complicated. It’s the advisor’s job to simplify the process and educate the client so they truly understand what their financial objectives are, and more importantly how to achieve their desired financial goals. If, after your first meeting with your advisor, you are more confused than you were before you came in, then the advisor didn’t do their job well. You should leave your first meeting feeling like you have a trusted advisor that will partner with you and help navigate your financial road map.