Author: Cory Moscoso, CIMA®
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Born and raised in Tomball, TX, Cory Moscoso is passionate about serving his community through the use of financial planning and analysis. Cory graduated from the University of Texas at Austin where he received his degree in Economics and Finance and obtained his certification in data analytics from the McCombs School of Business.
Cory came to our firm from another wealth management company, where he was responsible for asset allocation and business implementation for client objectives. He currently holds his Series 65 license and his Certified Investment Management Analyst® designation, enabling him to better serve our clients.