Our Team
Cory T. Schmelzer, CFP, CLU - Founder, Wealth Manager* Cory T. Schmelzer is Founder of Retirement & Tax Planning Solutions-San Diego Wealth Management, and an Investment Advisor Representative of SagePoint Financial, Inc., with offices throughout San Diego County. Since 1996, Cory has been providing financial planning* solutions to San Diego individuals and businesses. Cory graduated from the University of San Diego with an emphasis in English Literature. He completed his masters degree at San Diego State University in Business Administration with a speciality in Financial & Tax Planning. Cory completed studies in Philadelphia at the University of Pennsylvania-The Wharton School of Business, for Retirement Planning Strategies. Cory is also a Certified Financial Planner (CFP), and Chartered Life Underwriter (CLU). Most recently, he attended executive training sessions in Dallas, Los Angeles, Chicago, Las Vegas and Phoenix, for top advisors with SagePoint Financial. Sessions consisted of tax planning, estate planning and practice management that was led by some of the industry’s most reputable and well-known leaders. Industry professionals provided informational updates they received from Mr. Robert. S. Keebler, CPA, MST, of Virchow Krouse & Company, LLC, who is one of the leading professionals nationwide in retirement and IRA planning, as well as taxation and estate administration. Mr. Keebler was recognized in 2006 as one of the most influential CPAs in the United States by CPA Magazine . Cory T. Schmelzer was on the board of the Bird Rock Community Coucil, a non-profit community planning group, for 8 years, 6 of those years serving as President. Cory currently holds securities registrations Series 3, 7, 24, 53, 63, 65; Life/ Health Agent with variable contracts, Cory currently supervises 9 financial adivsors. He is a licensed Real Estate Broker & Mortgage Loan Orginator and is an investment advisor representative*. Cory has a beautiful son. As a family, they enjoy all the fun and excitement that comes with travel near and far.
Marti Blair - Financial Advisor*
Marti has 20 years of experience in investment strategies including asset allocation for portfolio management, tax and retirement strategies and portfolio preservation. She also offers long term care solutions. She holds the Series 7, 6, 63, and 66 registrations, a California Life Insurance license and Long Term Care Certification. Marti’s offices are located in Kearny Mesa.
Allan Burness- Financial Advisor*
Grant Knox - Financial Advisor*
Andrew Melikidse - Financial Advisor*
Michael Murray - Financial Advisor*
Marinel Romano - Investment Advisor Representative*
Marinel has a financial planning office in Riverside, California which is fondly referred to as the Inland Empire. About 25 years ago, after graduating from UCLA some years before, she obtained her Series 7 Registration and eventually her Series 66 to develop and estate planning practice involving investment advice, trust preparation, mortgage brokering and insurance.
Rick Reynolds - Financial Advisor*, Tax Preparer
Rick has 30 years of experience in investment management with his office located in Mission Valley. Rick specializes in money and risk management, tax planning and real estate. He holds the CFP, Series 7, 22, 24, 51, and 66 registrations and resides in Fashion Hills.
Juan Sosa - Financial Advisor*
*Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/ SIPC and a registered investment advisor.
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