Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Corrie B

Series 65

Melbourne, FL

Borde Financial

Corrie Borde is a financial advisor at Borde Financial with a Series 65 designation and four years of industry experience. Prior to joining Borde Financial, Corrie worked at KCD Financial, Inc., and has been associated with Borde & Associates, P.A. since 2017. Outside of advisory services, Corrie is involved in insurance-related activities including the sale of fixed annuities and various insurance products. Borde Financial provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a client-focused investment approach based on goals, time horizons, and risk tolerance, offering additional services such as ERISA 3(21) consulting and third-party manager selection.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)