Cory Falade

Background

About Cory Falade

I'm a financial advisor at Wealthmore. My goal is to develop tailored comprehensive financial plans for people of various backgrounds while also building relationships with others in the industry. I am committed to doing the work of helping others succeed. For the past 13 years, I have worked with non-profits and civil organizations because of my desire to help others execute their ideas and goals. During these years, I have had the opportunity to work with people, young and mature, regarding basic financial education and sometimes tax preparation. While reading the statistics on the wealth within Black and Brown communities, I knew that there was something I had to do about it. As such, I've developed programming centered around financial education and entrepreneurship for youth in Dallas and surrounding areas. From this experience and others, I have learned that planning and preparation are keys to successful presentations. However, flexibility is also important when working with people. Over a year ago, I have had the desire to take it further and pursue a career in Financial Planning. I've completed Certified Financial Planning courses at Southern Methodist University and passed the Certified Financial Planner(Trademarked) examination required to become a licenses Certified Financial Planner (Trademarked). Currently hold Series 65 license.