Corey L. Basehore, CEPA®, CFP®, C(K)P®, AIF®, CHFC®, CLU®, CPFA®
Founder & Managing Partner
I was born and raised in Central Pennsylvania. My mother worked two jobs while attending college and raising me on her own. I know and understand what it takes for a middle-class family to get ahead which is why I decided to pursue a career in financial planning. My modest upbringing, certifications, and 25+ years of experience have fueled my passion to help others. Having earned the Certified Financial Planner® designation, my primary responsibilities are to help you work towards improving the lives of your family, business and the surrounding community.
Professional Specialties:
Comprehensive Fee Based Financial Planning
Rollovers and Retirement Income / Distribution Strategies for IRA, 401(k), 403(b), 457(b), etc.
Business owner personal financial and retirement planning
Qualifications:
Investment Advisor Representative – LPL Financial
Registered Representative – LPL Financial
B.S.B.A in Finance-Shippensburg University
Certified Financial Planner ™ designation from CFP® Board of Governors
Certified Exit Planning Advisor (CEPA®) credential from Exit Planning Institute (EPI)
American College ChFC® & CLU® designations
fi360 Accredited Investment Fiduciary (AIF®) Designee
Certified Plan Fiduciary Advisor (CPFA®) from National Association of Plan Advisors (NAPA)
Member Financial Planning Association
Community Involvement:
Saint Katharine Drexel Church, Mechanicsburg
West Shore Country Club member
Past President MassMutual Advisors Association
Past President CV Diamond Club
Past President Eagle Baseball Club