Cory Leckie
Preserving Tomorrow with Strategic Financial Planning
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Simplified Wealth Management
Cory Leckie
Long Beach, CA
Serving Clients Nationwide
Preserving Tomorrow with Strategic Financial Planning
Areas of Focus
- Financial Life Planning
- Investment Management
- Loss of Spouse or Partner
- Owning a Business
- Retirement Planning
About Me
Hi, I'm Cory Leckie. As an investment advisor representative, I am on a mission to help as many families as possible pursue their wealth-building goals. I focus on educating my clients on their options as well as offering friendly and frank advice that empowers them to make informed decisions for their financial future, whether they’re paying off a mortgage, saving for their children’s education, planning their retirement, or working toward another goal.Before beginning my career in financial services in 2014, I graduated from the University of the Pacific, where I played Division I college volleyball. My time on the court helped me develop both the leadership and teamwork skills that allow me to deliver superior client service.
I live in Lakewood with my wife, Tiffany, our daughter, Hallie, and our rescue dog, Tiger.
Primary Location
3780 Kilroy Airport Way, Ste 200 Long beach, CA 90806
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
I will carefully work with you and your family to fully explore, understand, and develop your ideal vision, your values and your goals.WHY WORK WITH CORY
✔️ Experienced Team: In addition to collaborating with me directly, you’ll also have access to a dedicated support team who will be available to assist you at every stage of the process.
✔️ Personalized Financial Advice: The personalized guidance that I provide encompasses a genuine interest in my clients’ goals and I’m committed to utilizing all of my skills and resources to accomplish the task at hand.
✔️ Collaborative Approach: By employing a collaborative approach, I offer my clients clarity and confidence around their preparedness for the future.
✔️ Personal Attention: I’m prepared to offer reassurance while consistently aiming to surpass my clients’ expectations, driven by my dedication to providing personalized attention.
OUR FINANCIAL SERVICES
✔️ Financial Planning: I build customized financial plans to help clients pursue their most important goals.
✔️ Wealth Preservation: I focus on helping clients preserve their wealth and their assets.
✔️ Retirement Planning: Helping clients understand how much income they will need for their desired lifestyle.
✔️ Estate Planning: Optimizing how your wealth passes to who you want.
WHO I HELP:
• Business Owners
• Executives
• Inherited Wealth
• Individuals Going Through Life Transitions
Investment advisory services are offered through Mariner Independent Advisor Network, LLC, a SEC registered investment adviser. Simplified Wealth Management, Inc. and Mariner Independent Advisor Network, LLC are separate entities.
Education
University of the Pacific, Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Marketing
Hobbies and Interests
- Family
- Sports
- Traveling
- Volleyball
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
- Widow
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