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Corey W
CFP®
Castle Rock, CO
Trailpoint Financial Planning
Corey Wiederholt is a CFP® professional with five years of experience in financial advising. He is the sole advisor at Trailpoint Financial Planning, an independent firm based in Castle Rock, CO. Prior to founding Trailpoint, he worked in the oil and gas industry at Extraction Oil & Gas, Ultra Petroleum, and EOG Resources. He also provides contract accounting services to corporate and individual clients. Trailpoint Financial Planning serves individual clients with integrated financial planning and portfolio management, primarily using passive, model-based portfolios managed by a sub-advisor. The firm offers a range of planning services, including retirement, tax, estate, and college funding, and maintains discretionary authority over client accounts within a small client base.
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