Tony Cortina, CFP

Director, Wealth Planning

Expertise: Holistic multi-generational planning

Tony brings extensive experience with high-net-worth families, endowments, and foundations to the WealthFactor team. In his 17+ year career, he's been a trusted, dedicated wealth manager while also serving in senior management positions at growing independent advisory firms.

Qualifications & Experience:

B.S., Finance, Miami University
CERTIFIED FINANCIAL PLANNER®

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