Cory Underwood
Founder of IRONSIGHT WEALTH MANAGEMENT, LLC. | Financial Planner | 3rd Generation Small Business Owner | Partnering with Small Business Owners and Career Professionals
- Role
- Wealth Advisor at Ironsight Wealth Management Llc
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Cory Underwood
Our goal is to provide a relationship based financial planning firm that strives to…
Experience
Wealth Advisor
Ironsight Wealth Management Llc
Feb 2024 — Present · Denver, CO, US
Education
Texas Tech University - Rawls College of Business
MBA, Finance
2002 — 2003
UNM Anderson School of Management
Bachelor of Business Administration, Finance
1997 — 2001
Clovis High School
High School, General Academics
1994 — 1997
Skills
- Finance
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Securities
- Estate Planning
- Investment Advisory Services
- Employee Benefits
- Series 7
- Iras
- Financial Advisory
- Financial Planning
- Wealth Management
- Investment Advisory
- Investments
- Registered Investment Advisor
- Retirement Planning
- Finra
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