Wealth Advisor and Partner Corey Owen manages his independent practice at Kingsview Partners in Seattle, Washington and has over 13 years of experience in the Financial Services industry.
Growing up in Tucson, Arizona Mr. Owen graduated from Northern Arizona University, receiving a double major in Public Relations and Advertising, while also earning the Golden Axe and President’s Prize for recognition of his community service and student government leadership roles. He continued his education at Grand Canyon University, obtaining his Master of Business Administration (MBA) degree and then went on to earn the top industry designations of Chartered Financial Consultant (ChFC®) from The American College along with the widely recognized Certified Financial Planner (CFP®) from The College for Financial Planning.
Over the last decade, Corey has gained extensive experience assisting clients with protecting, preserving and growing their wealth. He has managed an insurance agency specializing in life and long-term care planning and worked with some of the largest global financial services firms such as Morgan Stanley, JPMorgan Chase and Wells Fargo as both a Private Client Advisor and Financial Planning Specialist.
Corey has a passion to assist families in navigating the complex questions and concerns facing investors today and has the background and skills to help simplify the process. With prior firms often hindering his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.
Having proudly served in the Arizona Army National Guard, Corey was deployed to Iraq in 2003 and has traveled to over 50 countries bringing a unique and comprehensive perspective to all his clients. Currently living in Kirkland, Washington he enjoys every possible chance to take out his boat and is excited to be marrying the love of his life, Kimmy Adam later this year.
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
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