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
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