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.
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.