TEAM

Meet your financial specialists.

Cory Rappaport, CPA

Wealth Advisor

Since buying his first stock at age 13, Cory has developed a lifelong passion for investments, planning, and the financial industry. In his role, he assists other SWP Wealth Advisors to help clients reach their goals while focusing on superior service and an excellent client experience.

Prior to joining SWP, Cory worked as an auditor for private equity and hedge fund companies at RSM LLP in their financial services practice. His experience as an auditor strengthened his attention to detail, which he brings with him to SWP.

Cory lives in the River West neighborhood of Chicago. His interests include golfing, playing basketball, and taking in movies. As a firm believer that all food tastes better off the grill, he is also an avid griller.

Education

BBA in Accounting, University of Wisconsin-Madison
MA in Accountancy, University of Wisconsin-Madison

Professional Designations

Certified Public Accountant

Office Location

Deerfield, IL

Financial Planning, Investments

Focusing on the Positive

I will admit it. I am part of the problem. I often gravitate towards what went wrong, or what could have gone better, rather than celebrating what went well. This...

Financial Planning

Cash Flow = Awareness

In the last year, I have experienced an immense amount of both professional and personal life changes: transitioned to a new role here at SWP, moved in with my girlfriend,...

Investments

How to Establish Good Financial Habits – Time in the Market > Timing the Market

In this vlog, SWP Associate Wealth Advisor Cory Rappaport discusses market timing, which is buying and selling based on predictions of what the market is going to do. Cory explains...