Corey L. Sarosy, CFP®

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Financial Advisor, Vice President - Investments
Benjamin F. Edwards - Mentor, OH
7322 Center St
Mentor, OH 44060
Phone: 440-205-5200

Corey is a CERTIFIED FINANCIAL PLANNER and became a Financial Consultant in 1999. As a CFP® professional, Corey takes a lot of pride in helping his clients develop a comprehensive financial plan to ensure that their investment portfolio is aligned with their investment goals and objectives. Once a plan has been implemented, he continuously monitors those investments on an ongoing basis and assists his clients to help iron out the economic noise as it appears. The most important aspect of his business is ethics and integrity!

Corey graduated from Grove City College with a Bachelors of Arts in Finance in 1999 and started his financial services career immediately thereafter. In September of 2012, Corey was inducted into the Perry High School Athletic Hall of Fame. He lives in Chardon with his wife, Kristen, and their sons, Mason and Colton. He enjoys boating, four-wheeling, fitness, and all sports.

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WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.