COREY BIRD

CERTIFICATIONS

  • ACCREDITED ASSET MANAGEMENT SPECIALIST℠ Designee
  • CERTIFIED RETIREMENT PLANNING COUNSELOR℠ Designee
  • CERTIFIED FINANCIAL PLANNER™ Practitioner

PROFESSIONAL MEMBERSHIPS

  • Central Arizona Estate Planning Council
  • Financial Planning Association

EDUCATION

  • M.S., Psychology, 2017
    Grand Canyon University
  • MBA, Masters of Finance, 2015
    Grand Canyon University
  • Certificate of Financial Planning, 2008 Arizona State University
  • B.S., cum laude, Business Administration, 2003
    Central Washington University

“I enjoy seeing clients reach their goals and celebrating it with them. It’s always an honor to be invited to share the key moments in the lives of the families we serve.”

A CERTIFIED FINANCIAL PLANNER™ practitioner with an MBA in Finance and a Master’s degree in Psychology with an Emphasis in General Psychology, Corey Bird gets to know his clients and their families on a deep, personal level to create custom plans that complement their unique ambitions and circumstances. Corey’s aim is to help his clients rest easy at night and enjoy the best things life has to offer.

Corey is a Washington native who began his financial services career while attending college in Seattle with an internship at one of Wall Street’s leading firms. During his senior year, he became licensed and worked for a Registered Investment Advisor (RIA) in the Seattle area. Corey then took a position with a real estate brokerage company and later joined a well-recognized broker-dealer in eastern Washington before joining Rowland Carmichael Advisors.

Corey’s hobbies include serving our country, camping, fishing, and golf.

WHY I BECAME A WEALTH MANAGER

“Growing up, I watched my parents struggle with important financial decisions that had lasting impacts. They made sound decisions but never had an advisor to ease the burden that came with such large decisions. I had several options coming out of college with a degree in finance, but before making any commitments I talked with all of my uncles to learn about their professions. After visiting my Uncle Tim (Rowland), I was certain that I wanted to help people with their financial futures. I initially took a job with a broker-dealer in Seattle – and made my parents my first clients – but eventually found my home working with the same uncle that influenced my early career.”

HOW I AM DIFFERENT FROM OTHER WEALTH MANAGERS

“Being able to travel the world has given me a far different understanding of markets, trends, people and security. I believe my clients benefit from that non-traditional perspective. In contrast to many other financial advisors, I do not try to fit company owners or family clients into a ‘box’ or program. Instead, I help them express their unique situations, needs and goals, and I help them recognize their growth potential in the current financial landscape. Our independence provides meaningful benefits to the clients we serve and translates to flexibility in the decision-making process and, ultimately, success for which they can take ownership.”

WHAT I MOST ENJOY ABOUT MY WORK

“People. In my opinion, all organizations – whether families, corporations or public/private institutions – succeed or fail based on their people. In most of my endeavors, the measure of success has been attributable to the great men and women with whom I have had the honor of working. I enjoy spending time with the clients I serve and the opportunity to advise them on all aspects of their financial lives. I am also grateful for the opportunity to be involved with so many families that give back to our community and the broader community worldwide by serving with them through the 100 Club Arizona, Scottsdale Young Life, Hospice of the Valley, Folded Flag Foundation, Sportsmen for Heroes and the Barrow Neurological Foundation.”