Cory Alan Mizell CFP®, MBA

President, CCO, Financial Advisor

Cory Mizell leads his family to remain flexible for the purpose of living generously and making the most of life. As a financial advisor and business owner, his goal is to serve clients by taking advantage of opportunities to enhance flexibility, generosity, and legacy in their lives and families.  Cory earned his Bachelor’s Degree in Chemical Engineering from New Mexico State University in 2009 and his M.B.A. from Mays Business School in 2015 and later his CERTIFIED FINANCIAL PLANNER™ designation to pave the way for him to transition his engineering mindset to build efficient portfolios that pair with smart financial decisions to deliver peace of mind.  Cory and his wife, Sarah, take every opportunity to run endurance races and travel with their four wonderful kids.



Valued Retirements, Inc., President, Chief Compliance Officer, September 2021 - present

Valued Retirements, Inc., Financial Advisor, Investment Committee, August 2016 - present

Aspen Technology, Customer Success Manager, September 2017 - February 2018

Solvay Chemicals, Analyst and Sales Representative, July 2014 - September 2017

Solvay Chemicals, Chemical Engineer, November 2012 - July 2014

Total Petrochemicals & Refining USA, Chemical Engineer, May 2009 - November 2012



Boston Institute of Finance at Bryant University, CERTIFIED FINANCIAL PLANNER™, 2021

Texas A&M University, Master of Business Administration, 2015

New Mexico State University, BS Chemical Engineering, 2009