Corey Lehan, CFP®
Designations and Licenses
Corey is a CERTIFIED FINANCIAL PLANNER™ professional and holds life and health insurance licenses.
Experience and Education
Corey works with individuals, families and institutions to provide customized wealth strategies. He strives to understand each client’s unique situation by helping them identify and prioritize goals and then develop a defined plan to reach them. He looks to implement strategies or identify gaps in the following areas: income tax planning, estate and succession planning, investments, cash flow planning, risk management, employee benefit planning and education planning.
Prior to joining Mariner Wealth Advisors, Corey worked at Edward Jones Investments, where he held multiple positions, his last being financial advisor. In this role, he helped businesses and individuals with retirement planning and investment strategies. Earlier in his career, he worked at AXA Advisors as a financial representative, helping with qualified retirement plans.
Corey holds a bachelor’s degree in finance and accounting from Florida State University. He also attended Xavier University, where he completed the executive course in financial planning.
Corey sits on the Emerging Leader Committee with the Cincinnati Parks Foundation.