Cory Shrader CFA, CFP, CMT
PRIVATE FIDUCIARY INVESTMENT MANAGER AND FINANCIAL PLANNER
At Black Creek, each of my clients get 1 on 1 private investment management and financial planning.
My Story
Since 2007, I’ve been providing financial planning and investment management services to clients from coast to coast.
A transplant from Illinois and now a Floridan, I graduated from the University of North Florida in Jacksonville with a bachelor’s degree in finance, specializing in financial planning and investments. From there, I went on to get three financial fiduciary designations, CFP, CFA, and CMT, which allowed me to gain the knowledge needed to help my clients benefit even more. Prior to my roles in investing and planning, I attended culinary school, and from there, I worked in the restaurant world for 15 years, even running kitchens for Planet Hollywood in Orlando. After my stint as a chef, I went on to run my own residential appraisal business, where I helped banks and investors understand housing markets and pricing trends.
Why Work With Me?
I have designed my firm to focus on what I care about most: seeing people get more with their hard-earned money. Being confident and comfortable with your investments and financial plan is a key component of your success and ability to live in financial peace and abundance. It is my job to help educate you, find the appropriate resources, and guide you along the way.
While I will continue to grow my firm, it is not my intent to become a large firm but instead to be as impactful as I can in my clients lives to truly help them work towards what is most important to them.
Qualifications
Cory holds the Certified Financial Planner®, Chartered Market Technician, and Chartered Financial Analyst designations, which require him to hold a fiduciary standard over his business and clientele. Over the last 15 years, he has served in many capacities across the investment spectrum: a holistic
financial planner, portfolio manager, options and equity trader, and investment analyst. He offers multiple customized investment approaches, which include comprehensive financial planning, customized actively managed portfolios, and separately managed accounts featuring covered calls.
Education
- Degree in Business Administration & Investment/Financial Services
- Director of Education for CFA society in Jacksonville
Experience
- Technical and Fundamental Analysis
- Charitable Planning
- Personal & Business Tax Planning
- Personal Financial Planning
- Wealth Management
Service
- Year up of Jacksonville
- President of Fleming Island Rotary Club
- Young/New Investors Clubs in Fleming Island