Cory B. Underwood,  CFP<sup>&reg;</sup> - Financial Advisor

Cory B. Underwood, CFP®

CFA®, CKA®

Wealth Advisor

IronSight Wealth Management, LLC.

1745 Shea Center Dr., Suite 400
Highlands Ranch, CO 80129
FINANCIAL ADVISOR'S WEBSITE
(720) 344-4911 CONNECT WITH Cory
  • linkedin link

General

Cory Underwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IronSight Wealth Management, LLC. in Highlands Ranch, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Kingdom Advisor® (CKA® )

Insurance Licenses

  • Life insurance: CO
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

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