Corey Beal (CFP®)

Corey Beal focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Women's Financial Planning Issues

Planning Specialties

Here’s a pretty comprehensive list of topics we will chat about, though the fun always comes from whatever you bring to the table!

Identifying Goals, Divorce Planning, Holistic Financial Planning, Women and Finances, Investment Management, Net Worth Analysis, Cash Flow Planning, Debt Management, Employee Benefits Optimization, Investment Analysis, Insurance / Risk Management, College Funding, Estate Planning, Retirement Planning, and Tax Strategies.

Additional Information

Experienced? Yes. Conventional? No.

If you’re looking for a different kind of financial planner, you’ve come to the right place.

Corey Beal is a CERTIFIED FINANCIAL PLANNER™ with more than a decade of experience in financial services and helping people achieve their dreams. Founding Empowering Finance helped her finally chase her own rainbow—the goal of using her authenticity, financial knowledge, and a dash of glitter, to connect with people and enable them to pursue their own passions.

For more details to consider before working with me, feel free to review my FAQ on my website or book a time to chat with me at your convenience. There is no charge for the first call—it would be wonderful to get to know you and see if we might be a good fit to work together.

NAPFA Start Date

January 04, 2021


This Office

3924 SE 28th Ave Portland, OR 97202-3502 Phone: (503) 213-6463