Kory Wiita, JD, CFP®
Wealth Manager
Kory Wiita joined the Pinnacle Team in 2019 and currently serves as a Wealth Manager, focusing on enriching the company's wealth management offerings and client relationships. Kory has been instrumental in enhancing Pinnacle's services, contributing to its reputation as a premier provider of comprehensive wealth management solutions.
With a background in business administration and law, Kory brings a unique perspective to financial planning. He has been a vital asset to Pinnacle, especially in areas requiring nuanced financial and legal expertise. His role involves developing intricate financial plans and managing wealth management programs, ensuring that clients receive personalized and effective financial strategies.
Kory earned a Business Administration degree from The Ohio State University (2014) and a Juris Doctorate from Case Western Reserve University School of Law (2017). His academic journey culminated in earning the prestigious Certified Financial Planner® designation in 2021, further solidifying his expertise in the financial field.
Outside the office, Kory's life revolves around his faith and family. Kory is married to Kayla Wiita and they are blessed with a young daughter, Khaleesi. Kory's personal experiences as a husband and father, as well as his faith, deeply inform his approach to financial planning, emphasizing the importance of utilizing timeless wisdom to secure a family's future.
