Weiser Financial

Financial Planner

Special Care Planner
301 East Pine Street, Suite 800, Orlando, FL 32801

Our Team

We are a team of experienced professionals who's goal is to make sure you feel confident in our service and guidance.

Cory Weiser, AIF®, CIMA®, CMFC® CRPC®, MBA
Special Care Planner, Financial Services Representative

Cory Weiser has 18 years of experience in the financial services sector and resides in Apopka, FL with his family. He is a graduate of Rider University. He has earned the CIMA® designation, Certified Investment Management Analyst, which is designated specifically for financial professionals who attain a level of competency in assisting their clients with advanced investment techniques. Cory also earned the CRPC® designation, Chartered Retirement Planning Counselor, which focuses on pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. In addition to these achievements, Cory is a Special Care Planner where he helps families plan for the future of their dependents with special needs in providing lifetime care as well as quality of life. He is a member of the Million Dollar Round Table, Investments & Wealth Institute, and the Graduate Business Student Association of Rider University.

 


Julie Weiser
Personal Assistant

Providing our clients with excellent service has always been a top priority and we consider it the cornerstone of our practice.  Julie's focus is making sure our clients requests get processed in a timely fashion.  She has a B.S. in Business Administration from Rider University. And she has over 15 years of experience in customer service working in both the finance and renewable industries.

 


Jackie Oyarzabal
Personal Assistant

Providing our clients with excellent service has always been a top priority and we consider it the cornerstone of our practice.  Jackie’s focus is onboarding of new client information, data entry of different applications as well as scheduling medical exams for Life insurance policies.  She has over 5 years of experience as an Administrative assistant and prides herself on providing a great customer service experience. Her experience as an assistant and customer service has a wide range from finance, doctor’s offices, insurance auditing companies as well as telecommunications.

 


Matthew Douce
Financial Planning Coordinator

Earned a Bachelors of Science in Finance from Florida State University.  Matt has over 9 years experience in the Financial Services Industry. 

 

Contact Information:

Weiser Financial

301 East Pine Street, Suite 800
Orlando, FL 32801

Securities and investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Weiser Financial is not a subsidiary or affiliate of MML Investor Servicies, LLC.  Supervisory address: 301 E. Pine Street, Suite 800, Orlando, FL 32801 (407) 425-7501.  CRN202003-227891

 

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