Cory Morrison, RICP®, ChFC®, CASL®
Wealth Management Advisor
My passion is helping families and business owners achieve their financial goals. I began my financial advising career in 2006 and joined WestPac in 2015. This firm shares my belief that there is more than one way to reach a desired outcome, and I enjoy using WestPac’s training and resources to work side-by-side with clients to find innovative ways to meet and surpass their objectives.
I specialize in both Business Planning and Personal Planning. I help business owners define growth, succession and exit strategies as well as tax mitigation and retirement. I also create personal plans for individuals and families, including wealth management and protection planning, estate planning and distribution strategies.
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 l 2024-176749 Exp. 06/26