Investment ConsultantEuro Pacific Capital
Mr. Oberholtzer graduated from Eller Business School at the University of Arizona and has been a financial advisor for over a decade. Corey began his investment career with Charles Schwab and Co, Inc., where he managed portfolios for high net worth clients and specialized in asset management. Following his tenure with Charles Schwab, Corey managed a branch with HSBC, a multi-national bank based out of London. Corey’s interest in emerging markets and the global economy led him to Euro Pacific Capital. He uses his extensive knowledge of the financial markets to implement sound investment strategies to help his clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7 and 66 licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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