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Cory Laird

Cory Laird, CFP® CSS®

Financial Planner

Saratoga Springs, NY


Cory Laird has been a financial advisor since 2015 helping individuals and families navigate the complexities of financial planning and wealth management.  He joined the Minich MacGregor Wealth Management team in 2016.  As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Cory specializes in retirement planning, investment strategies, and tax-efficient wealth preservation. Cory is also a Certified Social Security and Medicare Specialist™ (CSS®), enabling him to offer comprehensive guidance on Social Security and Medicare strategies.

Cory earned both his Bachelor of Science and Master of Science degrees in Economics from Texas A&M University, with a focus on Financial Economics. Cory holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management.  He consistently researches and stays informed about markets, financial trends, and economic conditions to better serve our clients.

Outside work, Cory enjoys hiking, racquetball, downhill skiing, and spending time with his wife. He is also an avid coin collector and a fan of action fiction novels.

Education

  • Bachelor of Science, Texas A&M University
  • Master of Science, Texas A&M University

Areas of Expertise

  • Series 65

  • CERTIFIED FINANCIAL PLANNER™

  • Certified Social Security and Medicare Specialist™