Director of Financial Planning, Financial Advisor
Corinne is a CERTIFIED FINANCIAL PLANNER Professional. She has a passion for guiding clients through the Financial Planning process to help them reach and maintain their goals. She is responsible for helping clients gather key data initially and on-going, updating goal projections and objectives, implementing our advice strategies, and providing maintenance and support on all planning items.
DESIGNATIONS AND EDUCATION
CERTIFIED FINANCIAL PLANNER, CFP®
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Chartered Life Underwriter (CLU®)
Chartered Retirement Planning Counselor (CRPC®)
Bachelor of Science in Business Administration, CA State San Marcos
PERSONAL
Corinne has a son and daughter who are involved in school sports and youth groups through their Church. In her personal time, Corinne also enjoys taking in all San Diego has to offer and can usually be found at a concert, local event, or tourist attraction each weekend.
