CEPA FINANCIAL ADVISOR
- 2111 Palomar Airport Road, Ste. 260 - Carlsbad, CA 92011 - 6119 La Granada Suite C # 2151 - Rancho Santa Fe, CA 92067
M. FELICIA CORBETT
M. Felicia Corbett, CEPA has over 20 years of experience in the financial services industry and is the Owner of Corbett Capital Financial Wellness Solutions. She is also affiliated with the Retirement Strategies Group, Best Practices of America. Felicia thoroughly enjoys analyzing and understanding the big picture so that she feels certain that all aspects of her clients financial life are coordinated effectively, such as estate and income tax reduction, retirement income analysis, asset protection, investment allocation, wealth and business transfer, and risk management. She specializes in designing prudent strategies that help manage her clients income tax liability, preserve their retirement income, cultivate and protect their assets, and structure their estates to successfully retain wealth within the family through multiple generations.
Felicia has been both a speaker and a certified Continuing Education teacher in the areas of Retirement Income and Legacy Planning for Financial Advisors in Orange County, San Diego and at many Broker Dealer conferences across the United States. Felicia taught high school for three years before moving into the financial services industry 20 years ago. She has become very knowledgeable and committed to assisting private clients who are retired or nearing retirement on the specific issues facing them. She recently added her CEPA designation to holistically help business owners with basic and advanced exit planning. Additionally, she feels reward in helping widows and newly divorced individuals through their times of change and into a new way of life in handling finances, possibly for the first time.
Felicia earned her Bachelor of Arts degree in Social Science, which included Political Science, Economics and History, from California State University, San Bernardino, and her California Secondary Teaching Credential from the University of Redlands. Felicia holds the following registrations: FINRA Series 6, 7, 66, and 63. She also holds California Life/Health/Disability and Variable Contracts Licenses (CA Insurance License #0C63012) and has been a member of the Financial Planning Association for many years.
Felicia was born and raised in Southern California, and she has traveled extensively. She is passionate about politics, the environment, and volunteering/fundraising for Childhelp and The American Cancer Society. She loves cooking, gardening, hiking, yoga, the beach, and of course her 14 year-old daughter, Jacqueline.