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®, CAS®, CIMA®, CMFC®, CRPC®, MBA
Financial Planner, Financial Service Representative, Special Care Planner, Investment Advisor Representative
(609) 932-6740 (voice only)
(407) 583-4711
Cory@WeiserFinancialPlanning.com
Cory Weiser has over 22 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...
Julie Weiser
Chief Operations Officer
(407) 583-4711
Julie@WeiserFinancialPlanning.com
Julie has been part of the Weiser Financial team for the last 10 years. She has over 22 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the operating...
Jim Tschudy, CFS®, CSS®
Portfolio Manager
(407) 583-4711
Jim@WeiserFinancialPlanning.com
Jim Tschudy is a seasoned financial professional with over 20 years of experience as a global financial analyst and commodity strategist. He has worked across multiple sectors and regions for large asset management firms, specializing in...
Taylor Harroun
Client Relationship Manager
(407) 583-4711
Taylor@WeiserFinancialPlanning.com
Taylor has been a valued part of the Weiser Financial team for nearly 3 years. Born and raised in Central Florida, she brings both local roots and a passion for client service to everything she does. Taylor assists in the new client...
Matthew Douce
Financial Planning Coordinator
(407) 583-4711
Earned a Bachelors of Science in Finance from Florida State University. Matt has over 10 years experience in the Financial Services Industry.
Bernardo Napoles
Client Services Representative
(407) 583-4711
Bernardo@WeiserFinancialPlanning.com
Bernardo joined Weiser Financial as a Client Service Representative bringing strong experience in customer service, finance, and operations. He plays a key role in supporting the client onboarding process and delivering an exceptional...
Jonah Brokaw
Marketing Manager
(407) 583-4711
Jonah@weiserfinancialplanning.com