Today, Kingsview Partners welcomed their newest Partner and Wealth Manager, Corey Owen.
“Kingsview could not be more excited to have an added presence in Seattle”, said Joshua Lewis,
Senior Managing Partner.
Corey joins the firm from Wells Fargo Advisors, where he managed over $50,000,000 in client
assets. Holding both the distinguished designations of Chartered Financial Consultant (ChFC®)
and Certified Financial Planner (CFP®) as well as an MBA from the Grand Canyon University, his
over 13-year career in financial services ensures he is bringing both experience and knowledge
to his new role at Kingsview.
Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Owen
loves the ability to help people and to be a positive influence in their lives. He especially enjoys
building financial plans for families with major concerns and questions, helping simplify the
many complexities of investing and planning.
Kingsview continues to be an industry inventor, transforming the advisory world with the firm’s
mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Executive Officer
comments “The firm and our Partners serve the under-served. Our industry has done a poor
job of engaging clients and delivering on their promises. Everyone from senior management, to
wealth manger, to administrative staff believe in our client first approach to business.”
Corey Owen and Kingsview can be reached at:
4727 44 th Ave SW, Suite 207
Seattle, WA 98116
Website Bio: https://www.kingsview.com/advisor/coreyowen/