Cory Griffiths is a Certified Financial Planner™ with over 10 years of experience in the financial services industry. As a fiduciary, he is committed to acting in clients’ best interests and providing objective, transparent guidance at every stage of the planning process.
Cory works closely with individuals and families to understand their goals, simplify complex financial decisions, and develop strategies aligned with short and long-term objectives. His approach emphasizes clear communication, thoughtful planning, and solutions tailored to each client’s unique circumstances.
He earned a Bachelor of Science from California State Polytechnic University, Pomona, with a concentration in Finance, Real Estate, and Law. Outside of work, Cory enjoys trying new experiences, building long lasting relationships, traveling, and staying active through sports and weight lifting.
Professional Designation & Licenses
Certified Financial Planner™ (CFP®)
