Cory Weiser, AIF®, CAS®, CIMA®, CMFC®, CRPC®, MBA
Financial Advisor, Financial Planner, Special Needs Planner, LPL Investment Advisor Representative, LPL Registered Principal
Cory has over 22 years of experience in the financial services industry. He currently resides in Windermere, Florida, with his wife, Julie, their son, Emryk, and their Golden Retriever, Lulu.
Cory works closely with individuals and small business owners to develop customized retirement plans, income strategies, asset protection solutions, and estate planning strategies. His approach focuses on risk management and tax-efficient solutions tailored to each client’s unique needs and goals.
Throughout his career, Cory has earned several professional designations, including the Accredited Investment Fiduciary (AIF®), Certified Annuity Specialist (CAS®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC®). These designations reflect his experience across fiduciary practices, retirement income planning, investment management, annuities, and the broader retirement planning process.
In addition, Cory is a Special Care Planner, helping families plan for the long-term needs of dependents with special needs. His work focuses on helping families prepare for lifetime care while supporting their loved one’s quality of life.