Cory J. Phillips, CFP®, CRPC™
Email: cphillips@fortpittcapital.com
FOCUS
As a financial advisor, Cory works with individuals to achieve their version of financial success. Cory’s goal is to help his clients reach their goals. Utilizing his field knowledge and extensive team resources, he finds the investments and plan of action needed to turn an aspiration into a plan and then reality. From retirement planning, to wealth preservation, to estate planning, and much more, Cory will provide the right direction to go in. His true passion is seeing others succeed and doing what’s best for his clients.
CAREER HIGHLIGHTS
Cory’s financial advisory career began with a large national firm where he built his practice for 5 years. One of the skills he found to be essential to his success and his clients’ success was his ability to listen. In listening to his clients and understanding their needs, he recognized that the opportunity with Fort Pitt Capital would allow him to serve them best. Now Cory has the resources needed to effectively manage his clients’ wealth, build detailed plans, and tap into specialists’ knowledge when necessary.
EDUCATION
BS, Pennsylvania State University
CFP® Professional
Chartered Retirement Planning Counselor™, CRPC™
COMMUNITY INVOLVEMENT
Cory helped raise funds for the Hospice Veterans at Erie Hospital and was a past member of Rotary and the Chamber of Commerce. Cory is passionate about working with veterans, helping those in need, and being involved with his community.
PERSONAL
Cory lives in Baldwin-Whitehall, where he was born and raised. He enjoys hiking, road biking, golf, working out, learning, and spending time with the people closest to him. Cory is very open-minded and usually doesn’t pass up on a chance to create a new life experience.
