Cory Morrison, RICP®, ChFC®, CASL®

For business owners, the line between personal wealth and professional ambition rarely stays clear — and Cory Morrison has built his practice around that reality. With nearly 20 years of experience as a Wealth Management Advisor, Cory works alongside entrepreneurs and business owners to develop financial strategies that help protect what they've built, plan for what comes next, and helps ensure their business serves their life — not the other way around.

A specialist in business financial planning, Cory advises clients on growth strategy, tax mitigation, executive benefit design, succession planning, and business exit preparation. These services are integrated with comprehensive personal planning — including retirement income strategy, estate planning, asset protection, and wealth distribution — so that business and personal financial decisions reinforce each other rather than compete.

Cory holds three advanced designations: the Retirement Income Certified Professional (RICP®), which reflects deep experience in structuring sustainable retirement income; the Chartered Financial Consultant (ChFC®), one of the most rigorous and comprehensive financial planning credentials available; and the Chartered Advisor for Senior Living (CASL®), reflecting specialized knowledge of the planning needs of clients in or approaching retirement. Combined with WestPac's proprietary resources, this depth of training allows Cory to bring institutional-level planning to his clients' most complex challenges. Clients come to Cory because they want results. They stay because he helps deliver them.

Cory is based in San Diego and works with business owners and their families who are serious about long-term financial outcomes.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121, 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0D45706 | 8973828.1 Exp. 06/28.