Our Qualifications

Carol Cory, CFP Carol is an experienced financial planner who is dedicated to helping her clients attain their unique life goals and financial objectives. She has over 29 years of experience in the financial services industry and has specialized in 403(b) plans since 1978, when she began working with Security First Group. She graduated with honors with a Bachelor of Arts Degree in Mathematics from Georgia State University in 1970. Carol attained her Certified Financial Planner (CFP) designation in 1984 after completing a comprehensive course of study through the College for Financial Planning and by passing a rigorous series of five examinations on topics pertinent to the financial planning process. She completes over 30 hours of continuing education every two years in order to stay current with the latest developments of her profession and to maintain her CFP certification. In addition, Carol adheres to the highest ethical standards and abides by a strict code of professional conduct, known as the CFP Board's Code of Ethics and Professional Responsibility. Carol is a licensed life insurance broker and a registered securities principal, and she completes at least 30 hours of continuing education every two years to maintain each of these licenses. Carol has served on the President's Advisory Board for her securities broker/dealer, PlanMember Securities Corporation. She has also served on the Board of the Los Angeles Chapter of the Financial Planning Association. Carol has been a guest speaker for a number of organizations and has served on several financial planning roundtables at the Los Angeles Times Investment Strategies Conferences. Luis Fondevila Luis is a dedicated financial professional committed to assisting individuals and small businesses plan and invest for a more secure financial future. He has worked in the financial services industry for over 25 years, beginning his career in 1981 with Mutual of New York. As a top producer for a number of annuity companies over the years, he has also served on the President's Advisory Boards of several large insurance companies. In addition, he has been a Board Member of the Los Angeles Chapter of the Million Dollar Round Table, an organization of leading life insurance producers. Luis is licensed as both a life insurance broker and a registered securities representative. He is dedicated to upholding the highest levels of integrity and professional standards, and he completes over 30 hours of continuing education every two years to stay current in his field. By working through his securities broker/dealer, PlanMember Securities Corporation, Luis is able to offer his clients a broad array of investment options and solutions to meet their specific needs.