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 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...
Julie Weiser
Chief Operations Officer
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...
Emilynn Cochran
Chief Experience Officer
(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...
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.
Euan Wilson, CFA®, AWMA®
Portfolio Analyst
(407) 422-7569
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...
Taylor Harroun
Client Relationship Manager
Taylor@WeiserFinancialPlanning.com
Taylor joined Weiser Financial recently and brought over 9 years of excellent customer service experience with her. She assists in the new client onboarding process and client service experience. Taylor has an evergreen focus on client...
David Coleman
Client Services Specialist
David@WeiserFinancialPlanning.com