Bartley A. Corfee, Chfc Email and Phone Number
Bartley A. Corfee, Chfc work email
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Bartley A. Corfee, Chfc personal email
As a Financial Advisor at Corfee & Associates, I help individuals and families achieve their financial goals through customized wealth management solutions. I have a Chartered Financial Consultant (ChFC) credential and over 40 years of experience in the financial services industry, spanning investment portfolio asset management, asset allocation, individual stock analysis, and exchange traded funds.My passion for wealth management stems from my family background, as I witnessed my grandfather build and pass on a successful business enterprise. I understand the challenges and opportunities that come with creating and preserving wealth, and I strive to provide the best advice and service to my clients. Whether they are planning for retirement, legacy, business, or community, I partner with them to make their long-term dreams a reality.
Corfee & Associates
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Financial AdvisorCorfee & Associates - Canvas Financial - Ameritas Investment Company, Llc Nov 2017 - PresentBart Corfee offers products and services using the following business names: Corfee & Associates or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Corfee & Associates or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
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Chfc - Chartered Financial Consultant - OwnerCorfee & Associates 1991 - PresentEvergreen, Co, UsInvestment Portfolio Asset Management
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Investment Advisor Representative & Registered PrincipalCetera Advisors Llc 2001 - Nov 2017Asset Allocation utilizing 3 party asset managers and individual stock analysis and exchange traded funds.
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Consulting Services RepresentativeE.F. Hutton & Company 1986 - 1989Consulting Services Representative in the San Francisco, California
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National Sale DirectorTuttle And Noroian Inc 1985 - 1986Director of Marketing - Third Party Asset Manager
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Registered RepresentativeSutro & Company 1980 - 1984Registered Representative in the Oakland / San Francisco, California Bay Area
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Pga Apprentice - Northern California - El Macero Country Club - Head Pro Mr. Robert BadgerProfessional Golfers Association Of Northern California 1973 - 1978Junior Golf Program Instructor and Full Time Assistant Golf Professional
Bartley A. Corfee, Chfc Skills
Bartley A. Corfee, Chfc Education Details
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The American College Of Financial ServicesAdvanced Financial Advisory Certification -
California State University-SacramentoAccounting
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Sacramento City CollegeAccounting
Frequently Asked Questions about Bartley A. Corfee, Chfc
What company does Bartley A. Corfee, Chfc work for?
Bartley A. Corfee, Chfc works for Corfee & Associates
What is Bartley A. Corfee, Chfc's role at the current company?
Bartley A. Corfee, Chfc's current role is Financial Advisor @ Corfee & Associates | ChFC, Retirement Planning - Asset Portfolio Management.
What is Bartley A. Corfee, Chfc's email address?
Bartley A. Corfee, Chfc's email address is ba****@****tes.com
What schools did Bartley A. Corfee, Chfc attend?
Bartley A. Corfee, Chfc attended The American College Of Financial Services, California State University-Sacramento, Sacramento City College.
What are some of Bartley A. Corfee, Chfc's interests?
Bartley A. Corfee, Chfc has interest in Fly Fishing, Economic Empowerment, Science And Technology, Disaster And Humanitarian Relief, Tennis, Golf, Home Projects.
What skills is Bartley A. Corfee, Chfc known for?
Bartley A. Corfee, Chfc has skills like Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, Series 7, Insurance, Finra, Employee Benefits, Retirement Planning.
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