Cory Weiser, AIF, CAS, CIMA, CMFC, CRPC, MBA in

Cory Weiser, AIF, CAS, CIMA, CMFC, CRPC, MBA

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Financial Advisor & Special Care Planner at Weiser Financial at Weiser Financial
📍 Greater Orlando, United States

Cory is a Financial Advisor and Special Care Planner at Weiser Financial with over 22 years of experience. He holds an MBA from Rider University and focuses on wealth management for business owners and individuals. He was recently recognized by Forbes as a 2025 Top Best-in-State Financial Security Professional.

Cory lives in Windermere, Florida, with his wife, Julie, and their son, Emryk. A notable personal interest is buying and selling baseball cards, which indicates a passion for collecting and trading outside of the financial markets.

He specializes in helping families plan for the financial future and lifetime care of dependents with special needs.

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Experience
23 Years
Current Role
Financial Advisor & Special Care Planner at Weiser Financial
Location
Greater Orlando, United States
Personality Overview

How Cory shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cory cares about

Special Needs Planning
As a certified Special Care Planner, he is dedicated to helping families create financial strategies to provide lifetime care for dependents with special needs.
Retirement & Estate Planning
This is a core focus of his practice, where he develops customized retirement income strategies and asset protection solutions for his clients.
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Career

Work history

4-2009
Financial Advisor & Special Care Planner at Weiser Financial
Weiser Financial
3-2007 - 10-2008
Director of Sales Quality Management
AllianceBernstein
11-2006 - 3-2007
Global Growth Product Manager
AllianceBernstein
1-2005 - 11-2006
Senior Internal Sales Consultant
AllianceBernstein
12-2003 - 1-2005
Hybrid Wholesaler
AllianceBernstein
In the press

Media appearances

Stay On Top of Your Financial Life - Weiser Financial Planning LLC. Featured in YouTube
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Education
2003 - 2011
MBA
Rider University
1998 - 2002
BS
Rider University
1994 - 1998
Education details unavailable
Washington Township High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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