Victoria Shen
Business Development Associate
Phone:
(650) 234-5159(650) 234-5159
Charles R Corley, CPWA®
Managing Director, Wealth Management,
Financial Advisor,
Family Wealth Director
Direct:
(650) 234-5164(650) 234-5164
Toll-Free:
(800) 456-0914(800) 456-0914
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Securities Agent: MI, CO, NV, VA, SC, MA, FL, AZ, PA, NJ, WA, TX, TN, NY, IL, ID, DE, CA, KY, NH, UT, MO, HI, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1372313
CA Insurance License #: #0A42107
NMLS#: 1372313
CA Insurance License #: #0A42107
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Core Capabilities
Tax, Trust and Estate Planning
Creating a successful Trust, Tax & Estate Plan- Comprehensive Overview
Retirement Planning
Structure a sound Retirement Plan that considers time horizon, risk tolerance, and current savings
Pre-Liquidity Event Planning
We can help you prepare before realizing a liquidity event such as an IPO or sale of a business
Alternatives Investments
Diversify your exposure by incorporating Alternative Investments into your overall allocation
Tax Efficient Investing
Integrate tax advantaged solutions into your investment strategyLocation
2882 Sand Hill Rd
Ste 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5164(650) 234-5164
Toll-Free:
(800) 456-0914(800) 456-0914
Fax:
(650) 618-2582(650) 618-2582
Meet My Team
Katelyn Pan
Client Service Associate
Phone:
(650) 496-4229(650) 496-4229
About Victoria Shen
Victoria Shen has worked with the Corley Group for the past decade. As a Business Development Associate, Victoria develops and implements the group’s business strategies and delivers various analytical and digital tools for client portfolios and projects as well as organizing client events. Victoria graduated with a B.S Engineering from the University of California, Berkeley and holds Series 7 and 66 licenses. In her free time, she enjoys traveling, camping, yoga, scuba diving, rock climbing and racing her car at the track.
CA Insurance License #: 0G68766
About Katelyn Pan
Katelyn Pan is a full time Client Service Associate at The Corley Group. She was previously a Valuation Associate II at Andersen, where she performed business and derivatives valuations for options pricing purposes. She is excited to bring her analytical skills to this role, where she also strives to cultivate her passion for financial planning with a client success-centered focus.
Katelyn is a Silicon Valley native and graduated with a B.S. Business Administration from the U.C. Berkeley Haas School of Business. In her free time, she enjoys playing the piano and guitar, running with friends, reading, and attending classical and jazz concerts.
Katelyn is a Silicon Valley native and graduated with a B.S. Business Administration from the U.C. Berkeley Haas School of Business. In her free time, she enjoys playing the piano and guitar, running with friends, reading, and attending classical and jazz concerts.
Wealth Management
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Charles R Corley today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
