With over 25 years of experience, Corey Kudrowich is a seasoned CERTIFIED FINANCIAL PLANNER® professional who brings a personal touch to financial planning. Corey excels in setting appropriate planning targets, selecting the right financial vehicles, and crafting targeted investment and tax strategies. He works closely with high-net-worth families,  widowers, divorcees, and mature business owners to ensure their unique needs are met.

He is passionate about helping clients build confidence in their financial future while enjoying life to the fullest. Corey is known for making complex financial situations easy to understand, ensuring clients are informed and capable of making good financial decision. He prides himself on helping clients connect their wealth with their life, empowering them to dream and live life to the fullest and regularly revisiting plans to ensure they reflect evolving aspirations. Corey’s dedication to clients is matched by his enthusiasm for life, making him a trusted advisor and a relatable partner in achieving financial success.

When he's not working, Corey loves golfing, exploring new wines, cooking,  gardening, and everything Mexico.  Corey and his wife Cheryl are residents of Mexico, where they enjoy spending time at their place and soaking up the vibrant culture. Their deep knowledge of the local culture and the ins and outs of living in Mexico adds a unique perspective to their lives.  Corey has loved cooking since childhood and has developed a knack for creating delicious meals and unique cocktails, especially those with tequila and mezcal. Among his family, he's affectionately known as the "Fancy Cooker" for his culinary creativity.  Corey is a proud father of 3 grown children and a doting grandfather to 2 grandchildren.  He is a long-term die-hard Oilers fan, and his enthusiasm has been known to “accidentally” break a sofa couch.