Corey joined CAP Financial Planning as the Operations Manager and in 2020 expanded his role becoming a Financial Advisor as well. He previously worked with Chris at WHP as a Paraplanner for nearly three years, from 2015 to 2017. He has over 15 years of experience in the industry, is a CFP® Professional, and has a Master's degree in Financial and Tax Planning from San Diego State University.
While helping run the day-to-day operations of the firm, Corey is also responsible for writing, developing, and presenting financial plans. He takes pride in being able to help people understand their finances and simplifying complex topics. You will hear from Corey frequently during the planning process and he will be your go-to resource for any updates to your Financial Plan.
Corey lives in Vista, California with his girlfriend Victoria. He plays tennis, enjoys cooking and is always searching for new, simple recipes or something to throw in the instant pot. He is a sports fanatic and huge fan of the San Diego Padres baseball team. Corey and Victoria love to travel and appreciate the experience of exploring other communities, whether to another continent or a two-hour drive to Joshua Tree National Park.