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Corey Utz, CFP®

Financial Advisor

Corey Utz, CFP®

Financial Advisor

Location: North Hills
Phone: (724) 940-0990 x 1506

Corey Utz is a Financial Advisor with Hefren-Tillotson, Inc. In working with clients, Corey believes in Hefren-Tillotson’s comprehensive MASTERPLAN approach. He finds true joy in forming relationships with clients, seeing their children go to college, watching their businesses succeed, hearing about those first trips taken in retirement, and every little thing in between.

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Mr. Utz shares Hefren-Tillotson’s mission and holds the values of the firm close to heart: deep respect for the individual, integrity in thought and action, teamwork supported by a family-oriented culture, and relentless commitment to excellence. Corey is a Certified Financial Planner (CFP®) and a level two candidate in the Chartered Financial Analyst (CFA®) program. As one of the voices of Hefren Tillotson's stock quotes on KDKA, Corey enjoys talking about money whether it's on the air or not.

Prior to joining Hefren-Tillotson, Corey operated a personal financial planning practice since 2005. He is a graduate of Westminster College where he studied economics.

In his spare time, Corey is a NCAA and PIAA basketball referee and enjoys golfing, waterskiing, and having fun with his family. He resides in Mars with his wife Emily, daughter Hannah, and sons Jaedon and Malachi.

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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The Mancino Group

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.