Cory Bittner, Crpc™ Email and Phone Number
Cory Bittner, Crpc™ work email
- Valid
- Valid
Cory Bittner, Crpc™ personal email
Cory Bittner, Crpc™ phone numbers
I am an outlier in my generation. I’ve worked in one industry, in one role (which has evolved), since the day I graduated college. My professional career has been dedicated to financial planning and asset management for people. I love working in the people business and it begins with listening. Needs, wants, and wishes are different for everyone, and my intent is to work with people to identify and pursue their own. How do I do that in my business? My approach is through investments, financial planning, and tax mitigation. My team and I work with clients, both to and through retirement, to support their pursuit of what's most important and to help them understand what their financial plans mean to them.I am a partner in Falcon Wealth Advisors which is an incredible team of friendly, high-performing professionals that operate as an ensemble with the best interest of our clients as our only priority. I am one of two owners in the firm, and I am a Wealth Advisor. After graduating Summa Cum Laude from the University of Central Missouri I went on to pursue the Chartered Retirement Planning Counselor™ designation and have completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. I was recognized in 2014 as one of Ingram’s Magazine’s exclusive “20 in their Twenties” honoring outstanding, young entrepreneurs in the Kansas City area. I was also named as one of Forbes’ Top Next-Gen Wealth Advisors Best-in-State in 2022.I am married to Cassie & I’m father to Daisy. You can catch us walking our rescue dog Otis around the Brookside neighborhood as often as the Midwest weather allows. I love playing tennis, platform tennis, and spinning vinyl records at home.Hightower Advisors, LLC is an SEC registered investment advisor. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.
Falcon Wealth Advisors
View- Website:
- falconwealthadvisors.com
- Employees:
- 21
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Co-Founder And Cfo - Wealth AdvisorFalcon Wealth AdvisorsKansas City, Mo, Us -
Co-Founder & Coo - Wealth AdvisorFalcon Wealth Advisors Dec 2016 - PresentMission Woods, Kansas, UsOur mission is to redefine financial advice by offering transparent wealth management solutions while maintaining a fiduciary obligation to our clients. -
Wealth AdvisorUbs Mar 2010 - Dec 2016Zurich, Ch
Cory Bittner, Crpc™ Education Details
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The Wharton SchoolInvestment Strategies And Portfolio Management -
College For Financial PlanningChartered Retirement Planning Counselor -
University Of Central MissouriBachelor Of Science (B.S.) -
Stagen Leadership AcademyFoundational Leadership Course (Flc) Certifcate
Frequently Asked Questions about Cory Bittner, Crpc™
What company does Cory Bittner, Crpc™ work for?
Cory Bittner, Crpc™ works for Falcon Wealth Advisors
What is Cory Bittner, Crpc™'s role at the current company?
Cory Bittner, Crpc™'s current role is Co-Founder and CFO - Wealth Advisor.
What is Cory Bittner, Crpc™'s email address?
Cory Bittner, Crpc™'s email address is cb****@****ors.com
What is Cory Bittner, Crpc™'s direct phone number?
Cory Bittner, Crpc™'s direct phone number is +131422*****
What schools did Cory Bittner, Crpc™ attend?
Cory Bittner, Crpc™ attended The Wharton School, College For Financial Planning, University Of Central Missouri, Stagen Leadership Academy.
Who are Cory Bittner, Crpc™'s colleagues?
Cory Bittner, Crpc™'s colleagues are Mari Mcgraw, Tyler Geiman, Crpc™, Lindsey Freemyer, Drew Van Scyoc, Abbie Musson, Conner Hanlon, Cfa, Joe Rost, Cfp®.
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