James Vertich
Corey Vertich Certified Financial Planner TM

Corey Vertich is a founding principal of Uhler and Vertich Financial Planners. He is registered as an Investment Adviser Representative of the firm with the Securities and Exchange Commission. Corey holds the FINRA Series 7, Series 6 and Series 63 licenses and is securities licensed in 23 states. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health insurance. Corey was named among Forbes’ Best-In-State Wealth Advisors in 2020.*

Corey entered the financial services industry in 1989 and achieved Certified Financial Planner status in 1994. He served as President of the Institute of Certified Financial Planners of Southwest Florida from 1997 to 1999.

Long active in the Boy Scouts of America, Corey is an Eagle Scout and life member of the National Eagle Scout Association and is on the Eagle Board of Review for the Southwest Florida Council. Corey also serves as Treasurer of the Southwest Florida Symphony Orchestra Endowment Foundation board.

Corey is a cum laude graduate of Barry University School of Business in Miami. His interests include fishing and boating, international and domestic travel, music, food and wine.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.