Cory D. Summers

Cory D. Summers

CFP®, RICP®, CRPC®, AAMS®

Phone: (361) 882-8700
Fax: (361) 882-2790
E-mail:
 

Since 2004, Cory D. Summers has been actively engaged in the financial services industry with a focus on retirement and retirement income planning.  Cory has dedicated his career to helping investors prepare and plan for all three phases of their financial lives:  the accumulation phase (pre-retirement), the distribution phase (post-retirement/retirement income) and the legacy phase (estate planning/asset transition).  As the managing partner of Corpus Christi Financial Group, he prides himself on being a trustworthy partner for those who are committed to improving their financial lives.

Cory is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and a magna cum laude graduate of the University of Texas at Arlington where he received a Bachelor of Business Administration in Finance.  In addition to being recognized by The American College of Financial Services® as a Retirement Income Certified Professional® (RICP®), he has been awarded the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations by the College for Financial Planning®.  Cory is an Investment Advisor Representative with Voya Financial Advisors and holds Series 7, 63 and 66 securities registrations.  He also holds Life/Accident/Health/Disability Insurance and Real Estate licenses.  As part of his commitment to south Texas, Cory teaches retirement and financial education classes at Del Mar College.  He is also the recipient of the following industry awards:

  • 2014 Five Star Wealth Manager – Financial Planning Awards, as announced in Texas Monthly (Aug. 2014)
  • AXA President's Circle 2014
  • Fidelity Advisor Council 2014
  • Voya 2014 Premier Partners
  • 2015 Five Star Wealth Manager – Financial Planning Awards, as announced in Texas Monthly (Aug. 2015)
  • Jackson Stars Club 2015
  • Prudential Annuities 2015-2016 Masters Council (Aug. 2015)
  • Fidelity Advisor Council 2015
  • Voya 2015 Premier Partners, President's Club, Chairman's Circle
  • Voya 2016 Premier Partners, President's Club, Chairman's Circle
  • Fidelity Advisor Council 2016
  • 2017 Five Star Wealth Manager – Financial Planning Awards, as announced in Texas Monthly (Aug. 2017) and Wall Street Journal

In his leisure time, Cory enjoys traveling, attending sporting events and spending time with his family.  He and his family reside in Corpus Christi, TX.