Five Star award winner Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS®

PROFESSIONAL PROFILE

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Cory D. Summers, CFP^®, CIS^®, RICP^®, CRPC^®, AAMS^®

LPL Financial Planner

Corpus Christi Financial Group

6210 Wooldridge Rd.

Corpus Christi, TX 78414

Office: 361-882-8700

csummers@ccfinancialgroup.com
www.CorpusChristiFinancialGroup.com

Professional Approach

For more than a decade, Cory D. Summers has been helping investors prepare and plan for all three phases of their financial lives: the accumulation phase (pre-retirement), the distribution phase (post retirement/retirement income), and the legacy phase (estate planning/asset transition). He prides himself on being a trusted professional for those who are committed to improving their financial lives. In addition to the industry awards and recognition he has received, his credentials include:

CERTIFIED FINANCIAL PLANNER^TM Practioner

CFP Board of Standards

CERTIFIED INCOME SPECIALIST

Institute of Business and Finance

RETIREMENT INCOME CERTIFIED PROFESSIONAL

The American College of Financial Services

CHARTERED RETIREMENT PLANNING COUNSELOR^SM

College for Financial Planning

ACCREDITED ASSET MANAGEMENT SPECIALIST^SM

College for Financial Planning

FINRA Series 7, Series 63 and Series 66 Registrations
Texas Life & Health Insurance License
Texas Real Estate License
Bachelor of Business Administration in Finance
University of Texas at Arlington (Magna Cum Laude Graduate)

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (members SIPC)

Corpus Christi Financial Group is not a subsidiary of nor controlled by Voya Financial Advisors.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.