Corbin Sutton
Owner & Founder at Woodward Financial LLC
- Role
- Financial Planner at Prudential Financial
- Location
- Winchester, VA, US
- LinkedIn followers
- 500 followers
About Corbin Sutton
You deserve a financial plan that’s as unique as your goals. As a Certified Financial…
Experience
Financial Planner
Aug 2023 — Present · Winchester, VA, US
Financial Planning - identify strategies to enhance your financial strengths and minimize weaknessesRetirement Planning - determine when you may retire and how long your money will lastInvestment Mgmt & Planning - develop a portfolio to address your Financial & Retirement goalsSmall Business Planning - develop tax strategies and investment strategies for your small businessTax Planning - help you save money on your tax billInsurance Planning - determine if you have the appropriate amount of protection and address shortfallsEstate Planning - ensure you have legal documents and develop strategies to leave $$ to loved onesEducation Planning - help you save and fund future education expense for your children
Education
Shenandoah University
Master of Business Administration (M.B.A.)
2016 — 2018
DePauw University
Bachelor’s Degree, Psychology
1997 — 2001
Skills
- Financial Planning
- Financial Modeling
- Financial Market Research
- Client Services
- Wealth Management Services
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