Financial Advisor And Operations Manager
Current
Cap Financial Planning
Jan 2020 - Present
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Corey S. Email & Phone Number
Financial Advisor and Operations Manager at CAP Financial Planning
at
CAP Financial Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
CAP Financial Planning
Role
Financial Advisor and Operations Manager at CAP Financial Planning
Location
San Diego County, California, United States
Who is Corey S.? Overview
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Quick answer
Corey S. is listed as Financial Advisor and Operations Manager at CAP Financial Planning at CAP Financial Planning, based in San Diego County, California, United States. AeroLeads shows a matched LinkedIn profile for Corey S..
Corey S. previously worked as Financial Advisor and Operations Manager at Cap Financial Planning and Operations Manager - Paraplanner at Local Financial Advisor. Corey S. holds Master Of Science - Ms, Financial And Tax Planning from San Diego State University.
Profile bio
About Corey S.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Insurance License #0H86469Please visit our website for additional disclosures.6310 Greenwich Dr. Ste. 145 San Diego, CA 92122Telephone (858) 290-4455 www.cap-fp.com
Current workplace
Corey S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cap Financial Planning
4 roles
Corey S. work experience
A career timeline built from the work history available for this profile.
Operations Manager - Paraplanner
Nov 2017 - Jan 2020
Paraplanner
Whp Financial Planning, Inc.
Mar 2015 - Nov 2017
Paraplanner
May 2005 - Mar 2015
2 education records
Corey S. education
Master Of Science - Ms, Financial And Tax Planning
Bachelor'S Degree, Economics
FAQ
Frequently asked questions about Corey S.
Quick answers generated from the profile data available on this page.
What company does Corey S. work for?
Corey S. works for CAP Financial Planning.
What is Corey S.'s role at CAP Financial Planning?
Corey S. is listed as Financial Advisor and Operations Manager at CAP Financial Planning at CAP Financial Planning.
Where is Corey S. based?
Corey S. is based in San Diego County, California, United States while working with CAP Financial Planning.
What companies has Corey S. worked for?
Corey S. has worked for Cap Financial Planning, Local Financial Advisor, and Whp Financial Planning, Inc..
How can I contact Corey S.?
You can use AeroLeads to view verified contact signals for Corey S. at CAP Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Corey S. attend?
Corey S. holds Master Of Science - Ms, Financial And Tax Planning from San Diego State University.
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