At my firm, I have the client—and only the client—in mind.

Cory's reasons for becoming a financial professional is deeply personal. He repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. He is confident that with his understanding of personal finance, coupled with our training as a financial professional, he can help people better prepare for the future. After years in the business, he has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Cory feels a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, Cory has found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. He invites you to discover and experience the power of our services. He believes it has far-reaching benefits for his clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets Cory's undivided attention—from planning to execution to follow-up. He takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Cory J. Murdock, CFP®


(714) 769-9100

(714) 276-9400

Cory J. Murdock, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping individuals, businesses and organizations achieve their financial goals.

After receiving his B.A. degree in Finance, with an emphasis in Personal Financial Planning, from California State University Fullerton in 1997, Cory accepted a position with John Hancock Financial Services. Honing his skills in financial and insurance planning is how he earned Rookie of the Year honors; but it was his wealth management knowledge that set his career in motion.

In 2000, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) mark. A few years later he founded Murdock Wealth Management, a small full-service investment management and financial services company located in Anaheim Hills, California.

With his twenty plus years of experience and vast knowledge of financial markets, Cory has become a well-known investment professionals in the area. He is sought out by industry professionals for his advanced knowledge of product and planning strategies. 

Cory is a proud member of several professional organizations, including the Certified Financial Planner Board of Standards, the Financial Planning Association, and the National Association of Insurance and Financial Advisors, and the National Association of Plan Advisors. He also endorses philanthropic organizations and supports The American Red Cross, The American Cancer Society, The American Diabetes Association, The Alzheimer’s Association, Autism Speaks, March of Dimes and Paralyzed Veterans of America.

Cory lives in Southern California with his wife, Alison, and their twins, William and Madison. In his free time, Cory enjoys many outdoor activities such as golf, motorsports and traveling.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.