Corey M. Bird,  CFP<sup>&reg;</sup> - Financial Advisor

Corey M. Bird, CFP®

AAMS®, CRPC®,

Wealth Manager

Rowland Carmichael Advisors, Inc.

6720 North Scottsdale road, Ste 212
Scottsdale, AZ 85253
FINANCIAL ADVISOR'S WEBSITE
(480) 421-2660

General

Corey Bird is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rowland Carmichael Advisors, Inc. in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AAMS®, CRPC®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Government & Military, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Tangible Assets, Sudden Wealth

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