Corey D. Ross, RFC®, RFP®
Financial Advisor
Corey Ross: Financial Advisor with Integrity, Stewardship, and Heart
Corey Ross is a committed Financial Advisor dedicated to empowering individuals, families, and future generations through common-sense financial principles—guided by stewardship, integrity, and the heart of a teacher. With over two decades of experience and a proud background serving in the U.S. Navy, Corey helps clients build brighter futures and lasting legacies with thoughtful advice and personalized strategies.
Professional Experience
Corey began his journey in the financial planning and analysis sector in 2001, working for Ameriprise Financial and WaMu Investments, the investment division of Washington Mutual Bank. In 2010, he joined another advisor’s practice, where three years of collaboration strengthened his expertise. Ultimately, Corey’s entrepreneurial spirit led him to launch his own financial planning business—a leap of faith that became one of his most rewarding decisions.
“Launching my own firm taught me the strength that comes from navigating challenges—and the satisfaction of helping clients pursue their personal financial goals.”
Mission and Approach
Corey and his team believe that hope is foundational to good financial planning. Their mission is to educate, serve, and empower, offering clients knowledge, resources, and compassionate support at every stage. Through a range of articles, videos, presentations, and calculators, Corey makes personal finance approachable and actionable for everyone.
Recently, Corey has expanded his services to include estate planning. He recognizes how important it is to help clients leave not only financial security, but also a meaningful legacy for their loved ones. Corey works closely with families to clarify their wishes, create intentional strategies for asset transfer, and ensure every generation—especially children—understands those wishes while their parents are still living. This proactive approach helps families avoid confusion and conflict, maintaining harmony and honoring family values for years to come.
A firm believer in personalized advice, Corey uses the DISC Index to understand each client’s personality style. His own predominant style is Cautious—he takes the time needed to ensure clients and their children understand their options and make informed, confident decisions together.
Military Service & Personal Values
Before entering the financial profession, Corey served four years in the United States Navy. In 1990, he was deployed to the Persian Gulf during Operation Desert Shield and Desert Storm, an experience that instilled deep pride and forged his lifelong respect for veterans and all who serve.
During his deployment, Corey found connection to home through sports—following the University of Washington Huskies’ championship season from afar, even as a lifelong Washington State University Cougars fan. The sense of community, perseverance, and pride in these moments continues to inspire his work and support for others.
Education & Early Leadership
After his military service, Corey pursued a business degree at the University of Washington (UW). There, he founded the Dow Dawgs Investment Club, leading peers on trips to the New York Stock Exchange and San Francisco’s financial district. These formative experiences sparked a passion for investing that still drives his service to clients today.
Giving Back
Corey is deeply committed to financial education, especially for young people. He founded the nonprofit The Extra Mile Academy (TEMA) to empower high school students with essential financial skills—from budgeting to investing. Learn more about Corey’s passion project at www.theextramileacademy.org. For Corey, TEMA represents a vital part of “Living and Giving like no one else.”
Connect with Corey
Whether you’re looking to build your financial confidence, plan your legacy, or give your children the clarity they need for the future, Corey and his associates welcome the opportunity to serve with knowledge, integrity, and care. Explore our website’s educational resources, or reach out today to start your journey toward financial well-being and family harmony.
Ready to take the next step for your legacy and loved ones? Connect with Corey Ross and discover the difference that personalized, principled financial and estate planning can make for your entire family.