Corey Holliman
Wealth Manager at Creative Planning Inc.
- Role
- Wealth Manager at Creative Planning
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Corey Holliman
Corey Holliman, CFP® is a Wealth Manager at Creative Planning. Creative Planning provides…
Experience
Wealth Manager
Jul 2019 — Present
Education
CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.
Texas Tech University
B.S. Math, M.S. Personal Financial Planning, MBA
2001 — 2008
Skills
- Retirement
- Portfolio Management
- Financial Advisory
- Retirement Planning
- Financial Planners
- Personal Finance
- Estate Planning
- Investments
- Wealth Management
- Investment Advisory
- Asset Managment
- Investment Management
- Asset Allocation
- Mutual Funds
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