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 worked in the financial services industry since 1978 and began her career by specializing in the 403(b) market for non-profit organizations and public school systems. She and her husband, Luis Fondevila, founded Surety Investment Services in 1982 as an investment and financial services firm to help meet the needs of individuals from all walks of life.  Their daughter, Francesca, and Carol's sister, Joanna, also work with them in the firm.

Carol graduated with honors with a Bachelor of Arts Degree in Mathematics from Georgia State University in 1970. She attained her Certified Financial Planner (CFP) designation in 1984.  As a Certified Financial Planner designee, 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. She has served on the President’s Advisory Board for her securities broker/dealer, PlanMember Securities Corporation, and has 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 she has served on several financial planning roundtables at the Los Angeles Times Investment Strategies Conferences.  Carol has been named a Five Star Wealth Manager by Five Star Professional, an independent third-party research firm, as published in the Los Angeles Magazine.               

 

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 licensed 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck