"Overall the content is great. The checklists and abundance of info greatly helps our firm go above and
beyond in completing our compliance tasks."
"I can't say enough good things about Cory. He's done a great job fixing and maintaining our compliance
issues. I highly recommend Cory!"
"Cory is an outstanding professional. As a consultant to my growing investment practice, he has added a
tremendous amount of value. LinkedIN has 7 "top attribute" boxes,but limits your selection to 3.
I would definitely select all 7 if given the opportunity! He works hard, knows his stuff, and
provides great value. More than anything, I appreciate that Cory is an individual with strong
moral values and principals, which is evidenced by his extra-curricular activities and volunteerism."
"Cory has been Financial Planning Hawaii's third-party compliance consultant for many years.
He is an expert in his field and is totally responsive. I recommend his services unequivocally to any RIA."