Cory Bittner, Crpc™

Cory Bittner, Crpc™ Email and Phone Number

Co-Founder and CFO - Wealth Advisor @ Falcon Wealth Advisors
Kansas City, MO, US
Cory Bittner, Crpc™'s Location
Kansas City Metropolitan Area, United States, United States
Cory Bittner, Crpc™'s Contact Details

Cory Bittner, Crpc™ work email

Cory Bittner, Crpc™ personal email

n/a

Cory Bittner, Crpc™ phone numbers

About Cory Bittner, Crpc™

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.

Cory Bittner, Crpc™'s Current Company Details
Falcon Wealth Advisors

Falcon Wealth Advisors

View
Co-Founder and CFO - Wealth Advisor
Kansas City, MO, US
Employees:
21
Cory Bittner, Crpc™ Work Experience Details
  • Falcon Wealth Advisors
    Co-Founder And Cfo - Wealth Advisor
    Falcon Wealth Advisors
    Kansas City, Mo, Us
  • Falcon Wealth Advisors
    Co-Founder & Coo - Wealth Advisor
    Falcon Wealth Advisors Dec 2016 - Present
    Mission Woods, Kansas, Us
    Our mission is to redefine financial advice by offering transparent wealth management solutions while maintaining a fiduciary obligation to our clients.
  • Ubs
    Wealth Advisor
    Ubs Mar 2010 - Dec 2016
    Zurich, Ch

Cory Bittner, Crpc™ Education Details

  • The Wharton School
    The Wharton School
    Investment Strategies And Portfolio Management
  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Planning Counselor
  • University Of Central Missouri
    University Of Central Missouri
    Bachelor Of Science (B.S.)
  • Stagen Leadership Academy
    Stagen Leadership Academy
    Foundational 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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