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Team

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.   

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

Meet Our Team

Cory Weiser, AIF®, CIMA®, CMFC® CRPC®, MBA

Special Care Planner, Financial Services Representative

407-393-6650

407-422-7569

Cory@WeiserFinancialPlanning.com

Cory Weiser has over 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...

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Julie Weiser

Chief Operations Officer

407-393-2787

407-422-7569

Julie@WeiserFinancialPlanning.com

Julie has been part of the Weiser Financial team for the last 8 years. She has over 20 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the operating...
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Emilynn Cochran

Chief Experience Officer

(407) 393-6610

(407) 422-7569

Emilynn@WeiserFinancialPlanning.com

Emilynn has been with Weiser Financial more than 2 years and has 5 years of managerial experience. She leads the client review processes to ensure clients receive the white glove service once they have joined the Weiser Financial...

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Jackie Oyarzabal

Client Relationship Manager

(407) 393-6613

(407) 422-7569

Jackie@WeiserFinancialPlanning.com

Jackie joined Weiser Financial over 4 years ago and brought her excellent customer service experience with her. She assists in the new client onboarding process and client service experience. Jackie has an evergreen focus on client...
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Matthew Douce

Financial Planning Coordinator

407-393-6650

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.

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Euan Wilson, CFA®, AWMA®

Portfolio Analyst

(407) 393-6650

(407) 422-7569

EWilson12@FinancialGuide.com

Euan Wilson, CFA®, AWMA®, joined Weiser Financial in 2022, and serves as the team’s portfolio analyst. He facilitates trading, portfolio development and maintenance, and investment reviews and analytics; all with the...

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