We start with the conversation focusing on the client’s goals. With those goals in mind we create and implement a customized approach to achievement. We focus on Retirement & Estate Planning while keeping an eye on possible risks. We help clients achieve Growth Strategies, Income Strategies, and Asset Preservation Strategies for their goals. For clients with more focused goals, we will tailor our plans, such as College Planning & Protection Solutions.
Cory Weiser, AIF®, CIMA®, CMFC® CRPC®, MBA
Special Care Planner, Financial Services Representative
407-422-7569
Cory@WeiserFinancialPlanning.com
Cory Weiser has 20 years of experience in the Financial Services industry and currently resides in Windermere, FL with his wife Julie, and son Emryk. Cory works closely with individuals and small business owners to customize retirement...
Emilynn Cochran
Client Service Specialist
Emilynn@WeiserFinancialPlanning.com
Emilynn has an evergreen focus on client customer service. She spearheads all client service requests and inquiries to ensure timely processing and flawless execution. She will assist with client statements, changes to client...
Julie Weiser
Personal Marketing Assistant
407-422-7569
Julie@WeiserFinancialPlanning.com
Julie has been part of the Weiser Financial team for the last 7 years. She has 18 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the new client and...
Matthew Douce
Financial Planning Coordinator
407-422-7569
Earned a Bachelors of Science in Finance from Florida State University. Matt has over 9 years experience in the Financial Services Industry.