Jake Song McCune Whiteley Wealth Management
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Senior Financial Advisor · Co-Founder

Cory McCune

Retirement income strategy, Social Security optimization & tax-efficient wealth planning.

Series 6 Series 7 Series 63 Series 65 Life & Health
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Experience

Cory has been in the financial services industry since 2009. His goal is to help clients see that finances and planning for the future don't have to be intimidating. He works closely with each client — listening to needs, then building toward their financial goals. He recognizes that every individual and family has unique circumstances and does not believe in a one-size-fits-all approach.

Education & Credentials

  • Bachelor of Business Administration, Management — University of Texas at Arlington
  • FINRA Series 6, 7, 63 & 65 securities registrations
  • General Lines Insurance License

Outside the Office

  • Traveling with his wife
  • Animals — volunteering with local rescue
  • Church
CRD# 3400875-022024
Ready to talk?

Schedule a conversation with Cory.

No-obligation. 15 minutes with a fiduciary advisor to see if we're a good fit.