Corey Vertich, CFP®, principal with Uhler and Vertich Financial Planners, was selected by Forbes magazine for its annual list of the top wealth advisors across the country.
Forbes’ list spotlights wealth advisors who were chosen based on an algorithm of quantitative and qualitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Vertich is one of five Fort Myers wealth advisors included on the list.
Vertich, a graduate of Barry University School of Business in Miami, began his financial planning career in 1989 and became a CFP®, CERTIFIED FINANCIAL PLANNER™ professional in 1994. He has served as president of the local chapters of the Institute of Certified Financial Planners and Financial Planning Association of Southwest Florida. Vertich was charter president of the Kiwanis Club of Iona McGregor. He is an Eagle Scout and a life member of the National Eagle Scout Association.
Uhler and Vertich Financial Planners, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisors assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uhlerandvertich.com or call 239-936-6300.
Investment advisory services are offered through Uhler and Vertich Financial Planners. Uhler and Vertich Financial Planners is not a registered broker/dealer and is independent of Raymond James Financial Services.