I'm passionate about creating personalized investment portfolios to help people achieve their goals. CFA® Charterholder, CFS®, Series 65, 2019 and 2021 Citywire Rising Star. Specialties: Wealth management, portfolio analysis, mutual fund/ETF/SMA diligence, private investments, retirement planning, asset allocation, Orion Advisor, Hidden Levers, Morningstar Direct, Tamarac Advisor View, Tamarac Advisor Rebalancing, MoneyGuidePro.
Cory Persson
Chief Investment Officer
Axxcess Wealth Management
United States, California, Newport Beach
About Me
Profile Information
Chief Investment Officer
Axxcess Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Jan 11, 2025
More profiles to browse
RB
Robert Binkowski
Sr. Wealth Manager
Jon Brackmann
Chief Operating Officer/Investment Advisor and Managing Director
Mike Seid
Principal CEO
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group