Senior Vice President

Corey Utz, CFP®

(724) 940-0990 x 1506
North Hills

Corey Utz is a Senior Vice President 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.

Ready to take the first step toward your financial future?
Send Corey a Message

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 enjoys golfing, waterskiing, biking 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.

Corey is available to help you with your investments and answer your questions.
Send Corey a Message
Send a Message to
Corey Utz
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?