CONNECT

Address:

Phone:

Corbin Oliver, CFP®, AIF®, RICP®

Corbin Oliver, CFP®, AIF®, RICP®

Financial Advisor

People choose to work with me because of my patience, empathy and enthusiasm. What this means to you is we will take our time when discussing your circumstances to ensure that I have a complete picture of your situation. While seeing things from your point of view, I will work diligently on your  behalf to develop, implement and review a financial strategy that is tailored to your needs. The real benefit to you is the confidence, clarity and peace of mind knowing that through our process you have aligned your life’s aspirations with a deliberate plan of action.

Professional Services

· Financial Needs Analysis

· Retirement Planning

· Wealth and Asset Protection Strategies

· Estate Conservation Strategies

· College Funding Strategies

· Personal and Business Insurance

· Life Insurance

· Disability Income Insurance

· Long Term Care Insurance

Professional Qualifications

· CERTIFIED FINANCIAL PLANNER ™ Practitioner

· Accredited Investment Fiduciary (AIF®)

· FINRA Series 7 Securities License

· FINRA Series 66 Securities License

· Life Insurance License

· Accident and Health Insurance License

· Long Term Care Insurance License

Personal

· B.S. Business Administration from NC State University with a concentration in Finance

· Member of Finance Club at NC State University

· Graduate of Green Hope High School

 

Phone (919) 719-3852