Santa Fe, New Mexico Office

460 St. Michaels Dr.
Suite #902
Santa Fe, NM 87505

Phone: (844) 507-0961

Fax: (617) 695-2121

Corbin Coursey

Corbin Coursey, CFP®

Vice President, Advisor

  • Corbin Coursey helps individuals and families pursue their financial goals through intentional, personal planning. He partners with clients to adjust plans as life evolves, ensuring their financial strategies stay aligned with their priorities.

  • Corbin began his career at Versant Capital Management as a financial planner supporting high-net-worth clients. He later joined the family business at Clearview Wealth Advisors, deepening his experience in comprehensive planning and client service. After six years with Clearview, he joined EP Wealth Advisors. Corbin holds a Bachelor’s Degree in Accounting with a minor in Finance and is a CFP® professional.

  • Corbin chose financial planning to blend his interest in finance with a desire to help people. He focuses on clear communication and collaborative decision-making, helping clients understand their options and next steps.

  • Outside of work, Corbin is a proud father who enjoys time with his growing family. He is active in his local church and Bible study groups. He loves being outdoors—especially playing golf, pickleball, and tennis—and looks forward to traveling more as his children grow.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.