Managing Director - Investment Officer, PIM Portfolio Manager
Kory C. Altheide, CFP®
Kory Altheide began his career as a Financial Advisor in 2002 with A.G. Edwards & Sons in Newport Beach, California (A.G. Edwards & Sons eventually merged with Wells Fargo Advisors). In 2009, he and his wife Carlyn moved to Walnut Creek, where Kory was the assistant branch manager in the Walnut Creek office for over three years. Kory holds the title of Managing Director – Investment Officer and was recognized as a Premier Advisor in 2011, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Kory received two Bachelor degrees from the University of California at Santa Barbara; the first in Business/Economics and the second in Communication. In addition to many securities registrations and insurance licenses, he holds the Certified Financial Planner™ or CFP® certification from the College for Financial Planning. This certification required the completion of extensive course work and rigorous testing in the areas of investment planning and asset management; including asset management and allocation, retirement planning, estate planning, insurance, taxation and risk management.
Away from the office, Kory and his wife Carlyn enjoy being parents to their two young sons, traveling, volunteering, coaching little league, playing golf and spending quality time with family and friends.
California Insurance License #: 0D74212. Resident state: CA.