Partner
Current
Jan 2020 - Present
AeroLeads people directory · profile
Cory Colquette, Cpa, Pfs Email & Phone Number
Fiduciary Wealth Advisor
at
Optivise Advisory Services, LLC
1 work email found
@integrawealth.com
2 phones found area 770
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Fiduciary Wealth Advisor
Location
Chattanooga, Tennessee, United States
Who is Cory Colquette, Cpa, Pfs? Overview
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Quick answer
Cory Colquette, Cpa, Pfs is listed as Fiduciary Wealth Advisor at Optivise Advisory Services, LLC, based in Chattanooga, Tennessee, United States. AeroLeads shows a work email signal at integrawealth.com, phone signal with area code 770, and a matched LinkedIn profile for Cory Colquette, Cpa, Pfs.
Cory Colquette, Cpa, Pfs previously worked as Partner at Optivise Advisory Services, Llc and Founder / Owner at The Colquette Group. Cory Colquette, Cpa, Pfs holds Mba, Finance from The University Of Tennessee At Chattanooga.
Company email context
Email format at Optivise Advisory Services, LLC
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{first}@integrawealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Cory Colquette, Cpa, Pfs. Compare company email patterns before reaching out.
Profile bio
About Cory Colquette, Cpa, Pfs
Imagine growing your wealth while actively contributing to causes you believe in. We believe in customizing clients’ financial lives to align with their values. We are a cutting-edge wealth management firm specializing in values-based investing and custom indexing. Our commitment is to create a financial plan and portfolio that mirrors your principles without compromising on returns.We understand that every investor is unique. That’s why we offer personalized indexing, ensuring your investments directly reflect your goals and values. Our comprehensive approach considers not only financial factors but also values-based factors such as faith-based, environmental, social, and governance aspects to make sure your investments make a positive impact on the world, while securing your financial future.Together, let’s build a portfolio that profits you and your beliefs. Let’s make your investments mean more!
Listed skills include Wealth Management, Strategic Financial Planning, Estate Planning, Investment Advisory, and 30 others.
Current workplace
Cory Colquette, Cpa, Pfs's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 21 years
Cory Colquette, Cpa, Pfs work experience
A career timeline built from the work history available for this profile.
Founder / Owner
CurrentWealth Advisor in Chattanooga, TN focusing on values-based investments and custom strategies for high net worth families.
Sep 2011 - Present
Wealth Advisor / Owner - Chattanooga Office
Wealth & Pension Services Group
We are bringing a new style of wealth management and financial services to the Chattanooga area. For too long, clients have only had a couple of different choices when it comes to handling their financial position. We now have the capabilities to offer the services and process of a big company, combined with the client-centric culture of an independent.
Apr 2014 - Jul 2019
Owner / Principal / Portfolio Manager / Cpa Financial Planner
Integra Wealth, Llc
Worked with high net worth individuals and small business owners to provide wealth management services.
Feb 2010 - Dec 2013
Financial Planner/Portfolio Manager
Guardian Wealth Management, Inc.
2005 - 2009
~4 yrs
2 education records
Cory Colquette, Cpa, Pfs education
Mba, Finance
The University Of Tennessee At Chattanooga
Bs, Biology
The University Of Tennessee At Chattanooga
FAQ
Frequently asked questions about Cory Colquette, Cpa, Pfs
Quick answers generated from the profile data available on this page.
What company does Cory Colquette, Cpa, Pfs work for?
Cory Colquette, Cpa, Pfs works for Optivise Advisory Services, LLC.
What is Cory Colquette, Cpa, Pfs's role at Optivise Advisory Services, LLC?
Cory Colquette, Cpa, Pfs is listed as Fiduciary Wealth Advisor at Optivise Advisory Services, LLC.
What is Cory Colquette, Cpa, Pfs's email address?
AeroLeads has found 1 work email signal at @integrawealth.com for Cory Colquette, Cpa, Pfs at Optivise Advisory Services, LLC.
What is Cory Colquette, Cpa, Pfs's phone number?
AeroLeads has found 2 phone signal(s) with area code 770 for Cory Colquette, Cpa, Pfs at Optivise Advisory Services, LLC.
Where is Cory Colquette, Cpa, Pfs based?
Cory Colquette, Cpa, Pfs is based in Chattanooga, Tennessee, United States while working with Optivise Advisory Services, LLC.
What companies has Cory Colquette, Cpa, Pfs worked for?
Cory Colquette, Cpa, Pfs has worked for Optivise Advisory Services, Llc, The Colquette Group, Wealth & Pension Services Group, Integra Wealth, Llc, and Guardian Wealth Management, Inc..
How can I contact Cory Colquette, Cpa, Pfs?
You can use AeroLeads to view verified contact signals for Cory Colquette, Cpa, Pfs at Optivise Advisory Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Cory Colquette, Cpa, Pfs attend?
Cory Colquette, Cpa, Pfs holds Mba, Finance from The University Of Tennessee At Chattanooga.
What skills is Cory Colquette, Cpa, Pfs known for?
Cory Colquette, Cpa, Pfs is listed with skills including Wealth Management, Strategic Financial Planning, Estate Planning, Investment Advisory, Investments, Financial Analysis, Finance, and Small Business.
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