A complete list of active advisors currently associated with Corlett Financial, Inc.

Warmer can help you find a great advisor at Corlett Financial, Inc. or one who fits your needs even better.

Corlett Financial, Inc. is a single‑advisor registered investment adviser that serves individual clients, including high‑net‑worth individuals, offering portfolio management, financial planning, and ongoing financial consulting. The firm’s brochure also discloses that it offers insurance products through the advisor’s separate insurance activities and documents that this outside business can generate commission income. The firm creates individualized Investment Policy Statements and, when authorized, manages client accounts on a discretionary basis with regular monitoring and periodic reviews. Its stated investment approach combines cyclical analysis and modern portfolio theory and uses long‑term and short‑term trading techniques—including short sales—while primarily recommending mutual funds, ETFs, fixed income, REITs and annuities. Corlett Financial distributes an emailed client newsletter with economic commentary and educational topics as part of its subscription services, a communication practice the brochure highlights. The brochure also notes relationships with custodial and research providers (Charles Schwab) that supply services and events, and it discloses and documents conflicts of interest related to commissionable insurance sales while informing clients of their right to obtain recommended products elsewhere.

To learn more about the advisors currently working at Corlett Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kenneth Corlett	San Diego, CA	23

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