Corey C. Beal

EMPOWERING FINANCE

Portland, OR

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CRD#: 6146939

Professional summary

Corey Catherine Beal, CFP®, who also goes by Corey C. Kehaulani Gumm, Corey Gumm, is a registered financial advisor currently at EMPOWERING FINANCE, LLC located in Portland, Oregon.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Corey has worked at 4 firms and has passed the Series 65 exam.

Biography

Experienced? Yes. Conventional? No.

If you’re looking for a different kind of financial planner, you’ve come to the right place.

Corey Beal is a CERTIFIED FINANCIAL PLANNER™ with more than a decade of experience in financial services and helping people achieve their dreams. Founding Empowering Finance helped her finally chase her own rainbow—the goal of using her authenticity, financial knowledge, and a dash of glitter, to connect with people and enable them to pursue their own passions.

For more details to consider before working with me, feel free to review my FAQ on my  website  or book a time to chat with me at your convenience. There is no charge for the first call—it would be wonderful to get to know you and see if we might be a good fit to work together.

Question & Answer

What are your service offerings?

Socially Responsible Investing

Long-term Care

Retirement Planning

Budgeting

Estate Planning

Health Care

Life Transitions

Comprehensive Financial Planni...

Retirement Income Management

Social Security Planning

Inheritance

Tax Planning

Insurance Planning

Employee and Employer Plan Ben...

Debt Management

Education Planning

Divorce Planning

Investment Planning

Do you have an area of expertise or specialization?

Divorce Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

LGBT Couples and Families

Women's Financial Planning Iss...

Are you a "fiduciary"?

Yes

Aliases

Corey C. Kehaulani Gumm | Corey Gumm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Catherine Beal's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

October 2, 2020 - Present

EMPOWERING FINANCE, LLC

RIA

CRD#: 310901

Portland, OR

Past

November 19, 2018 - September 11, 2020

CROWDSTREET ADVISORS, LLC

RIA

CRD#: 299176

PORTLAND, OR

Past

November 13, 2013 - September 1, 2017

VISTA CAPITAL PARTNERS, INC.

RIA

CRD#: 114913

PORTLAND, OR

Past

January 2, 2013 - September 13, 2013

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/20/2021)

IAR

Hawaii
(8/13/2024)

IAR

Oregon
(10/2/2020)

IAR

Texas
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/2013

Uniform Investment Adviser Law Examination

Current Firm

EMPOWERING FINANCE, LLC

CRD#: 310901 / SEC#:

California

Registered Investment Advisory firm - (7/20/2021 Approved)

Hawaii

Registered Investment Advisory firm - (8/7/2024 Approved)

Oregon

Registered Investment Advisory firm - (10/2/2020 Approved)

Texas

Registered Investment Advisory firm - (5/23/2025 Conditional Restricted)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(503) 213-6463

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 32,964,347

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Corey C. Beal

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Catherine Beal's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWERING FINANCE, LLC

CROWDSTREET ADVISORS, LLC

VISTA CAPITAL PARTNERS, INC.

KMS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2013

Current Firm

EMPOWERING FINANCE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EMPOWERING FINANCE, LLC

TRUST BUT VERIFY

Contact information

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