Corey S.

Corey S. Email and Phone Number

Financial Advisor and Operations Manager at CAP Financial Planning @
Corey S.'s Location
San Diego County, California, United States, United States
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

Corey S.'s Current Company Details
CAP Financial Planning

Cap Financial Planning

Financial Advisor and Operations Manager at CAP Financial Planning
Corey S. Work Experience Details
  • Cap Financial Planning
    Financial Advisor And Operations Manager
    Cap Financial Planning Jan 2020 - Present
    San Diego, California, United States
  • Local Financial Advisor
    Operations Manager - Paraplanner
    Local Financial Advisor Nov 2017 - Jan 2020
    Encinitas, California, United States
    View
  • Whp Financial Planning, Inc.
    Paraplanner
    Whp Financial Planning, Inc. Mar 2015 - Nov 2017
    Greater San Diego Area
  • Local Financial Advisor
    Paraplanner
    Local Financial Advisor May 2005 - Mar 2015
    Encinitas
    View

Corey S. Education Details

Frequently Asked Questions about Corey S.

What company does Corey S. work for?

Corey S. works for Cap Financial Planning

What is Corey S.'s role at the current company?

Corey S.'s current role is Financial Advisor and Operations Manager at CAP Financial Planning.

What schools did Corey S. attend?

Corey S. attended San Diego State University, University Of California, Los Angeles.

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