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Cory Persson

Director of Investments at Axxcess Wealth Management

Cory Persson is the Chief Investment Officer at Axxcess Wealth Management.12 He holds a B.A. in Economics from Brigham Young University and is a CFA® charterholder and Certified Fund Specialist®.1 In his role, Persson is responsible for manager selection, portfolio construction, and overseeing the Axxcess Allocator tool.1

Persson's career history includes:

  • Chief Investment Officer at Axxcess Wealth Management (November 2023 - Present)2
  • Director of Investments at Axxcess Wealth Management (April 2018 - November 2023)2
  • Director of Investment Strategy at Pacific Capital (December 2013 - March 2018)2

He is passionate about creating personalized investment portfolios to help clients achieve their financial goals.2 Persson has been recognized as a 2019 and 2021 Citywire Rising Star.2

Persson is proficient in Spanish and holds several professional certifications, including the CFA Charter, Series 65 license, and CFS® (Certified Fund Specialist®).2

Highlights

Cory Persson - The Zandbergen Group Wealth Management
Axxcess Wealth Management
Cory Persson, CFA, CFS — Florida RIA Summit

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Cory Persson
Cory Persson, photo 1
Cory Persson, photo 2
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Location

Carlsbad, California, United States