Corethia V. E. Oates

Financial Advisor, Portfolio Manager

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Corethia V. E. Oates


Provide multi-generational, tax-efficient, risk mitigation strategies; help you maintain your current lifestyle and address your long-term needs and goals.

My Story and Services

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Thank you for allowing us to help you address all of your personal financial goals and needs.

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Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Sustainable Investing
  • Long Term Care Insurance
  • Retirement Planning
  • Institutional Services
  • Estate Planning Strategies

Securities Agent: CA, CT, DE, FL, GA, KY, MA, MD, NJ, NY, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1255416
CA License#: OD07584

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  • Mack Center Iv, S 61 Paramus Rd.
  • Paramus, NJ 07652


    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:

    •Founder, Bergen County Black Business Network
    •Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
    •Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
    •First African American female Chair, Bergen County Workforce Investment Board
    •Women’s Institute of Bergen Community College, Founding Chair, Mentor Program
    •Women United in Philanthropy of Bergen County United Way member
    •Bergen County Girl Scouts, NJ as Woman of Distinction honoree
    •Vestry Board member, Youth Group Advisor and choir member, soup kitchen, a computer classroom after-school program and homeless program founding member.
    •Holds a Kingdom Advisor certification designation providing Biblically  based financial advice.
    •1980 placed in the Track and Field Olympic trials

    Corethia resides in Hackensack, NJ with her husband, Warren, who serves on various boards.


    Honors & Associations

    •Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
    •Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
    •Bergen County Girl Scouts, Women of Distinction

    •Bergen County Black Business Network (BCBBN)
    •Past Chair of Bergen County Workforce Investment Board
    •CIANJ Ambassador
    •Past Bergen Community College Women's Institute, Board Member
    •Past Project Literacy of Greater Bergen County, Inc., Board Member
    •Past Hackensack Regional Chamber of Commerce, Board Member
    •Women United in Philanthropy

    Ready to start a conversation? Contact Corethia V. E. Oates today.

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