Certified Financial Planner™
Kory currently serves as a Financial Planning Lead for Pure Financial Advisors, Inc. where he assists in the development of new team members and in enhancing planning strategies and processes within the department. He also works closely with advisors to develop comprehensive planning strategies 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. He is currently pursuing the CHARTERED FINANCIAL ANALYST® designation.
During his free time, Kory enjoys spending time with his wife, daughter, and son. He also enjoys spending time with friends, surfing, playing golf, and participating in organized basketball and soccer leagues. He and his family are also avid Angels baseball fans.