Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ Email and Phone Number
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ work email
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Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ personal email
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ phone numbers
As a financial representative at Pangea Financial Group my focus involves two distinct roles. I have a dedicated approach to working with my clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental financial and risk management strategies.Secondly, I am diligent in designing comprehensive financial strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees.My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances. Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.pangea.us.
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Co-FounderPangea Financial Group Jan 2010 - PresentMiami, Fl, UsPangea Financial Group specializes in delivering competitive, cost-efficient employee benefit plans designed to attract and retain top talent while aligning with your business’s unique goals and budget. From startups to multinational corporations, we provide tailored solutions that navigate the complexities of employee benefits with ease.Fortune 500-Level Benefits for Every Business:We offer fully customizable benefits packages, including health insurance and retirement plans, tailored to the specific needs of your workforce. Our team of experts negotiates the best rates with providers, allowing your business to offer competitive benefits on par with Fortune 500 companies without the Fortune 500 price tag.Proven Expertise Across Industries:With a deep understanding of various industries and business sizes, our experienced team addresses your unique challenges, offering solutions that drive employee satisfaction and business success. We have helped numerous businesses achieve their financial objectives through personalized benefit strategies, and we are confident we can do the same for yours.Securities offered through LPL Financial. Pangea Financial Group is not affiliated with LPL Financial. Each entity is independently responsible for the products and services it provides.
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Lpl Financial AdvisorLpl Financial Feb 2018 - PresentSan Diego, Ca, Us -
Financial Advisor, Investment Adviser Representative, And Registered RepresentativeInvest Financial Mar 2012 - Feb 2018Appleton, Wisconsin, Us -
Financial Advisor, Investment Adviser Representative, And Registered RepresentativeNew England Financial, A Metlife Company Dec 2008 - Mar 2012 -
Financial Advisor, Investment Adviser Representative, And Registered RepresentativeIng Financial Partners May 2006 - Dec 2008Amsterdam, North Holland, Nl
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ Skills
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ Education Details
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Indiana University BloomingtonManagement -
The American College Of Financial Services
Frequently Asked Questions about Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™
What company does Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ work for?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ works for Pangea Financial Group
What is Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s role at the current company?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s current role is Co-Founder at Pangea Financial Group.
What is Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s email address?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s email address is co****@****ial.com
What is Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s direct phone number?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™'s direct phone number is +120783*****
What schools did Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ attend?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ attended Indiana University Bloomington, The American College Of Financial Services.
What skills is Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ known for?
Cory Walton, Chfc®, Clu®, Cpfa®, Nqpc™ has skills like Employee Benefits, Life Insurance, Lifestyle Coaching, Strategic Consulting, Investments, Financial Advisory, Strategic Planning, Insurance, Financial Planning, Management, Wealth Management, Leadership.
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