A graduate in finance from the University of Hawaii at Manoa, Cory provides investment management guidance in daily operations and is an owner of Mosaic Pacific Investment Advisors LLC. He also provides financial planning to firm clients, as well as strategies for small businesses and entrepreneurs.
Cory joined the Shidler Alumni Association Board in 2004 and has served as the organization's past-president. He helped launch the Shidler DAP Mentoring program and currently serves as its committee chair.
He is a member of the Financial Planning Association, a member of the CFA Hawaii, and a member of the Outrigger Canoe Club in Honolulu. Cory is also a paddling coach at 'Iolani High School in Honolulu.
He is a Chartered Financial Analyst® (CFA) charter holder, a CERTIFIED FINANCIAL PLANNER (CFP®) Professional and a Professional Plan Consultant (PPC®).
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Learn about the CFP designation.
Learn about the PPC designation.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.