Cory Hamlin
Financial Planner at Kaizen Financial Inc. Investment Advisor Representative at Kaizen Wealth Management LLC
- Role
- Financial Planner at Kaizen Financial, Inc
- Location
- Utica, MI, US
- LinkedIn followers
- 500 followers
About Cory Hamlin
A financial planner at Kaizen Financial Group and investment advisor representative at Kaizen Wealth Management LLC. Working with client relationships, financial planning software, buffered investments, and annuities. Continuous dedication to serve the client creates a successful relationship advantageous for everyone involved. I’m proud to say I’m a fiduciary who serves for the best interest of my friends, clients, and neighbors.Disclosure:Advisory services are offered through Kaizen Wealth Management LLC, and Investment Advisor in the State of Michigan. Insurance products and services are offered through Kaizen Financial Group LLC, an affiliated company.
Experience
Financial Planner
Jul 2022 — Present · US
Working for clients to implement principal protection and income-for-life programs. Education is a priority for helping clients accomplish their retirement goals. Communication and assistance are the foundation in every step of the financial process while building a great and trustworthy relationship.• Constructing financial plans to fit client needs and aid in wealth management• Computer software and effective communication to help break down complex information• Assisting with marketing and running client events with nearly 300 clients• Bookkeeping client information to begin the financial planning process• Creating several great client relationships that help with client referrals• Generating sales, attending client appointments, and helping to complete paperwork.
Education
Oakland University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
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