Jeffrey L. Corliss,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey L. Corliss, CFP®

Managing Director/Partner

RDM Financial Group

10 Wright Street, 1st Floor
Westport, CT 06880
(203) 255-0222

General

Jeffrey Corliss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RDM Financial Group in Westport, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Advisor for Senior Living

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances

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