Cory Allen
Financial Advisor, Partner at Prosperity Advisors
- Role
- Financial Advisor, Partner at Prosperity Advisors at Prosperity Advisors
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Cory Allen
As a CFP Professional, Chartered Advisor in Philanthropy (CAP) and Accredited Investment Fiduciary (AIF), I help clients build sound financial plans encompassing a wide range of topics. In addition, I have a niche area of knowledge in charitable strategies from small annual gifts to large estate planning strategies and even business exit strategies. I assist my clients to pursue financial security and strategy while using the most efficient methods to support the causes and organizations our clients care about.Investment Advisor Representative. Thank you for visiting my profile page! If you’d like to contact me, feel free to email me directly. Securities and Investment Advisory Services offered through Cetera Advisors LLC member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named Paragon RdSuite 250Dayton, OH
Experience
Financial Advisor, Partner at Prosperity Advisors
Sep 2023 — Present · Dayton, OH, US
Education
University of Dayton
Communications, Public Relations
2001 — 2003
Skills
- Strategic Financial Planning
- Business Networking
- Non-Profits
- Building Relationships
- Investments
- Event Planning
- Public Speaking
- Retirement Planning
- Strategic Planning
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