Corey Fogel is a Vice President at The Signature Group. His primary focus is working with a tight niche of clients to build tailored financial plans specializing in What / If Planning. Corey prides himself on creating custom investment strategies to complement their financial plans.
Corey joined The Signature Group in 2018. Previously to joining the Signature Group, Corey was a Vice President at Fidelity Investments in Seal Beach, CA for 6 years. Prior to that Corey worked as a financial advisor at Merrill Lynch in Newpeort Beach, CA. Corey graduated from the Kelley School of Business at Indiana University with a major in Finance.
Corey resides in Cincinnati but spends a significant amount of time in Southern California. In his free time he enjoys traveling, golfing, and racing.