Corey
Fast
CFP®
Here to act in your best interests
About me
As a financial planner since 2006, I help my clients with retirement planning so they can achieve their financial goals like purchasing a home, saving for college and planning for a secure retirement. In my free time, I enjoy seeing live music and taking my family on road trip adventures to discover places we’ve never been.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Technology - Bowling Green State University
Visit one of our Locations
Los Angeles IV - Anaheim
2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806
Los Angeles V - Orange County
600 Anton Blvd.
Suite 1750
Costa Mesa, CA 92626
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.