Broker Check

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 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...

Read more

Emilynn Cochran

Client Service Specialist

(407) 393-6610

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...
Read more

Jackie Oyarzabal

Personal Marketing Assistant

407-393-6613

407-422-7569

Jackie@WeiserFinancialPlanning.com

Jackie focuses her efforts on efficiently assisting clients with establishing their protection solutions and wealth management accounts. She personally handles each phase of the process for clients to ensure each client has a flawless...

Read more

Julie Weiser

Personal Marketing Assistant

407-393-2787

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...
Read more

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.

Read more