Barry University proudly celebrates alumnus J. Corey Vertich, CFP®, co-founder and principal of Uhler Vertich White Advisors, for being named to the Forbes 2026 Best-in-State Wealth Advisors list. This prestigious recognition highlights top financial advisors across the country who demonstrate excellence in helping clients navigate complex financial decisions and build long-term security.

“This recognition reflects the trust our clients place in us and the care our team brings to helping families plan for the future,” said Vertich. “Our work is centered on helping clients build confidence around the decisions that matter most, from preserving wealth to preparing the next generation.”

With more than 35 years of experience in financial planning and wealth management, Vertich has built a career defined by leadership, service, and impact. He began his professional journey in 1989 and earned his CERTIFIED FINANCIAL PLANNER® certification in 1994. Throughout his career, he has contributed to the advancement of the profession, serving as former president of both the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida.

Beyond his professional accomplishments, Vertich remains deeply committed to community service, supporting organizations such as the United Way of Lee, Hendry and Glades Counties and the Kiwanis Club of Iona McGregor. He is also a life member of the National Eagle Scout Association.

He founded his firm, Uhler Vertich White Advisors, in 2002 as an independent registered investment advisory practice dedicated to helping clients achieve their personal, family, financial, and charitable goals. The firm provides comprehensive financial planning services designed to maximize income, minimize taxes, protect against uncertainty, and ensure the efficient transfer of wealth across generation.