Cortney Giles (CFP®, CRPC®, EA, MBA)
Cortney Giles focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Generation X
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Generation X
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
We are tax-focused financial planners. Taxes are at the center of how we help clients.
Additional Information
We help clients connect their life and their wealth.
NAPFA Start Date
March 16, 2020