Certified Financial Planner™
Accredited Investment Fiduciary
Kory currently serves as a Financial Planning Manager for Pure Financial Advisors, LLC, where he oversees the training and development of team members within the Financial Planning Department. He manages the daily workflow and productivity of the department and develops enhancements in planning strategies and processes within the department. He also works closely with advisors to ensure planning strategies are communicated effectively to help clients achieve their financial goals. Prior to joining Pure, Kory worked for eight years at a local Wealth Management firm focused on comprehensive financial planning and asset management solutions.
Kory graduated from Point Loma Nazarene University in 2010, earning his BA in Business Administration with a concentration in Entrepreneurial Finance. During his time in the financial services industry, Kory has obtained the Series 7 and Series 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNER™ certification in 2012.
Kory is married to his lovely wife, Ashley, and has a daughter and a son. During his free time, Kory enjoys spending time with his family attending his kids’ sporting activities, going out to dinner, and going on trips together. He enjoys spending time with friends doing activities such as surfing, playing golf, and participating in organized basketball and soccer leagues. He and his family are also avid Angels baseball fans.