Cory J. Murdock, CFP®

Cory J. Murdock, CFP®

Founder

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.