Corethia V. E. Oates is a certified Portfolio Manager, Financial Advisor with over 20 years experience in the investment and financial planning fields. Her process is designed to provide financial planning based strategies, working with other centers of knowledge within the Morgan Stanley system, as well as working with clients CPAs, Attorneys, and other Trusted Advisors overseeing the investment selection process, risk management for discretionary portfolio design.
Corethia holds securities licenses of Series 7, 63, 65, Managed Futures and State Life & Health Insurance and Mortgage, Banking and Lending services. She graduated with honors from Union County College.
Corethia community engagement includes:
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Founder, Bergen County Black Business Network
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Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
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Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
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First African American female Chair, Bergen County Workforce Investment Board
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Women’s Institute of Bergen Community College, Founding Chair, Mentor Program
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Women United in Philanthropy of Bergen County United Way member
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Bergen County Girl Scouts, NJ as Woman of Distinction honoree
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Vestry Board member, Youth Group Advisor and choir member, soup kitchen, a computer classroom after-school program and homeless program founding member.
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Holds a Kingdom Advisor certification designation providing Biblically based financial advice.
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1980 placed in the Track and Field Olympic trials
Corethia resides in Hackensack, NJ with her husband, Warren, who serves on various boards.
NMLS #1255416 CA Insurance #OD07584
