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CPA Wealth AdvisorsCory Underwood, MBA
Prior to joining Pulakos & Alongi, Ltd., Cory was an investment analyst at a brokerage in Santa Fe. His previous experience includes a financial position with a retailer in southeastern New Mexico and a position as a credit representative for a large national health care company. Cory’s areas of expertise include assisting clients by reviewing their current investments and analyzing and recommending various asset allocation strategies according to their goals and risk tolerance. He also provides recommendations on financial products including stocks, bonds, and mutual funds, with a special emphasis on the electronic traded funds (ETF) which CPA Wealth Advisors, LLC uses to employ its passive investment model. Cory holds Series 7, 63 and 65 securities licenses from the Financial Industry Regulatory Authority (FINRA) and is currently pursuing a designation as a Certified Financial Planner (CFP). He graduated from Texas Tech University in Lubbock, Texas, with a Master of Business Administration degree with a concentration in finance. He earned a Bachelor of Business Administration degree with a concentration in finance from the University of New Mexico. ContactE-mail: Cory Underwood Back to Team Members |
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