Cory Allen, CFP^®, ChSNC^®

Designations and licenses

Cory is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained The Chartered Special Needs Consultant^® designation. 

Experience and education

Cory advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also specializes in providing financial planning for families with children who have special needs. He has more than 15 years of experience as a financial advisor.

Prior to joining Mariner, Cory served in various roles within the financial industry, primarily in wealth advisory capacities, at State Street, Merrill Lynch, Citizens Financial Group and Camden Financial Consultants.

He has a bachelor’s degree in history from Gettysburg College in Gettysburg, Pennsylvania.

Personal interests

Cory is dedicated to supporting clients planning for a family member living with a disability and volunteering and fundraising for local organizations focused on helping people with disabilities. He is a youth soccer and baseball coach in his local community. In his free time, Cory enjoys the beach and summer activities with his family at the Jersey Shore and traveling to Maine to visit family.

Cory’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.