Cory Walton

About Cory Walton

As a financial representative at Pangea Financial Group my focus involves two distinct roles. I have a dedicated approach to working with my clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental financial and risk management strategies.Secondly, I am diligent in designing comprehensive financial strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees.My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.I will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Co-founder

   Pangea Financial Group

   Jan 2010 — Present

   Pangea Financial Group specializes in delivering competitive, cost-efficient employee benefit plans designed to attract and retain top talent while aligning with your business’s unique goals and budget. From startups to multinational corporations, we provide tailored solutions that navigate the complexities of employee benefits with ease.Fortune 500-Level Benefits for Every Business:We offer fully customizable benefits packages, including health insurance and retirement plans, tailored to the specific needs of your workforce. Our team of experts negotiates the best rates with providers, allowing your business to offer competitive benefits on par with Fortune 500 companies without the Fortune 500 price tag.Proven Expertise Across Industries:With a deep understanding of various industries and business sizes, our experienced team addresses your unique challenges, offering solutions that drive employee satisfaction and business success. We have helped numerous businesses achieve their financial objectives through personalized benefit strategies, and we are confident we can do the same for yours.Securities offered through LPL Financial. Pangea Financial Group is not affiliated with LPL Financial. Each entity is independently responsible for the products and services it provides.

Education

• Indiana University Bloomington

  Bachelor of Science (B.S.), Management

  2002 — 2006

Skills

• Financial Planning
• Wealth Management
• Investments
• Strategic Consulting
• Employee Benefits
• Life Insurance
• Strategic Planning
• Insurance
• Leadership
• Financial Advisory
• Lifestyle Coaching
• Management