Corey Pederson, CFP®, ChFC®, CLTC®
Strategic Planning Specialist
Corey Pederson is a Strategic Planning Specialist at Olympus Wealth Management. He seeks to preserve wealth for high-net-worth and ultra-high-net-worth clients by focusing on strategic planning. Leveraging his legal and finance background along with his passion for the nuances of estate and tax planning, Mr. Pederson assists clients with planning for liquidity events, taxes, wealth transfers, asset protection, business succession and retirement.
Corey has over ten years of financial and legal experience. Prior to joining Olympus Wealth Management, Mr. Pederson worked as an attorney licensed in California and South Dakota. He ran his own law firm in which he consulted for successful families and their advisors on the client’s estate planning and trust needs. He also worked with various start-up companies, putting in place incorporation and compliance documents and establishing best legal practices. Mr. Pederson also spent time working as a corporate trustee for Wells Fargo, where he managed the day-to-day activities of trust accounts – some dating all the way back to the Civil War. Immediately following his undergraduate degree, Mr. Pederson spent time working as an Insurance Product Consultant, where he supported financial advisors in fulfilling their clients’ insurance needs. This is where Corey was first introduced to the world of tax planning and impact proper planning can have on a family.
Having grown up Salt Lake City, before living in England, Boston, Chile, and Los Angeles, Mr. Pederson has enjoyed returning home to Utah and being close to his family. During his free time, Corey enjoys traveling, being in the outdoors, camping, skiing, hiking and fine-tuning his recipe for smoked ribs and pulled pork.
Education & Registrations
Bachelors of Business Administration, Boston University | JD, Pepperdine School of Law | Certified Financial Planner™ (CFP®) | Chartered Financial Consultant ® (ChFC®) | Certification in Long-Term Care (CLTC®)