Cory Kleinschmit

Cory Kleinschmit, CFP®, is a Vice President and Financial Consultant with a strong background in financial services. They previously held roles as an Institutional Relationship Associate at Charles Schwab and an Investment Consultant at Fidelity Investments. Cory also worked as a Loan Consultant at Bank of America and a Banker at JPMorgan Chase & Co. Currently, Cory is pursuing a degree in Finance with a focus on Personal Financial Planning at the University of California, Los Angeles, and a BS in Business Marketing at the University of Arizona's Eller College of Management. They are a member of the Delta Sigma Pi Business Fraternity.