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 and Best Practices of America. Felicia thoroughly enjoys analyzing and understanding the big picture so that she can be certain that all aspects of her client's financial life are coordinated effectively -- estate tax 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 seek to help her clients manage 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 and San Diego at many Broker Dealer conferences across the United States. She taught high school for three years before moving into the financial services industry 20 years ago. Felicia is committed to using her extensive knowledge to assist private clients who are retired or nearing retirement to address 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 providing guidance to widows and newly divorced individuals as they go 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, economic, and history -- from California State University, San Bernardino, and her California Secondary Teaching Credential from the University of Redlands. Felicia holds the following FINRA registrations: Series 6, 7, 66, and 63. She holds California Life / Health / Disability Insurance and Variable Contracts Licenses #0C63012 and had been a member of the Financial Planning Association for many years.
Born and raised in Southern California, Felicia 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, and the beach -- and, of course, her 17-year-old daughter, Jacqueline.