How We Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Cory Gray, CFP®
Owner/President
Cory is a CERTIFIED FINANCIAL PLANNER™ and an LPL Financial Advisor. He brings with him over 20 years of experience in the financial services field. He focuses on investments, insurance, cash flow, tax planning, and estate planning to provide comprehensive advice and strategies to his clients. He is passionate about guiding clients towards their desired outcomes and striving to surpass their goals with realistic strategies.
Cory graduated from the University of San Diego earning a Bachelor’s Degree in Business Administration and Minor in Accountancy. During his time at USD, Cory also competed on the football team. Cory is a registered investment professional who holds the Series 7, 66, and 24 securities registrations through LPL Financial. He also holds Life, Accident, and Health Insurance licensing in California. CA Insurance License #: 0G56957
Outside of the office, Cory enjoys playing tennis, traveling, and going to the beach. He and his wife Kristi have two children. They love living in San Diego and like to explore the city with the kids.
Kristi Gray
Office Manager
Kristi brings two decades of experience in commercial real estate, with a strong emphasis on financial performance and client service. She oversees client communication, reporting, and the smooth execution of daily operations. Known for her strong relationships and collaborative approach, she takes pride in helping clients achieve their goals.
Kristi graduated from the University of San Diego with a Bachelor of Business Administration degree. She holds a CA real estate license and Certified Property Manager designation.
Kristi has lived in San Diego for 25 years and enjoys the favorable weather to hike, play tennis and enjoy a meal outside. She stays busy with her two children with Cory and spend most weekends attending sporting events.