Cory Weiser, AIF®, CIMA®, CMFC® CRPC®, MBA
Special Care Planner, Financial Services Representative
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 retirement plans, income strategies, asset protection solutions, and Estate planning. He focuses risk management, and tax-efficient solutions tailored for each client. Cory has earned the AIF® Designation. The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of understanding of the principles of fiduciary duty. He has earned his CIMA® designation, Certified Investment Management Analyst, which is designated specifically for financial professionals who attain a level of competency in assisting their clients with advanced investment techniques. Cory also earned the CRPC® designation, Chartered Retirement Planning Counselor, which focuses on pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. In addition to these achievements, Cory is a Special Care Planner where he helps families plan for the future of their dependents with special needs in providing lifetime care as well as quality of life.