Corinne Wilson, MSPFP, CFP®, ChFC®, MPAS™, RICP®, CLU®, ABFP®, CRPC®
Director of Financial Planning, Financial Advisor
As Director of Financial Planning, Corinne is responsible for helping clients gather initial
key data, for updating goal projections and objectives, implementing our advice
strategies, and providing maintenance and support on all planning items. Corinne is
passionate about guiding clients through the financial planning process and helping
them achieve and maintain their goals. Corinne is a CFP® professional. She also holds
several other industry-related designations. With over 8 years of industry experience,
Corinne brings both expertise and dedication to her role.
DESIGNATIONS AND EDUCATION
- CERTIFIED FINANCIAL PLANNER, CFP ®
- Master of Science in Personal Financial Planning, College for Financial Planning (MSPFP)
- Chartered Financial Consultant (ChFC ®)
- Master Planner Advanced Studies (MPAS™)
- Retirement Income Certified Professional (RICP ®)
- Chartered Life Underwriter (CLU ®)
- Accredited Behavioral Finance Professional (ABFP ®)
- Chartered Retirement Planning Counselor (CRPC ®)
- Bachelor of Science in Business Administration, CA State San Marcos
Corinne has two children who are actively involved in school sports and a variety of
other extracurricular activities. In her personal time, Corinne enjoys the gym and loves
going to concerts and local events around San Diego.