Corey Long, CFP®, Director, Wealth Management
Corey is a Director and a member of the Business Development Team with Polaris Wealth. Corey meets directly with clients and prospective clients to communicate Polaris Wealth’s investment strategies and review all financial planning needs.
Corey has extensive experience in the wealth management industry, having worked at Fidelity Investments, Bernstein Global Wealth Management and as Lead Advisor for Raub Brock Capital Management before joining the Polaris Wealth team.
Corey received his Bachelor of Business Administration from the University of Texas at Austin. In his free time, Corey enjoys playing golf, mountain biking and spending time with his wife and three children.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.