Cory Allen, CFP®, ChSNC®
Designations and Licenses
Cory is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant®.
Experience and Education
Cory has more than a decade of industry experience. His previous work experience includes various roles, but primarily wealth advisory responsibilities, 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.
Cory is dedicated to supporting clients planning for a special needs family member and volunteering and fundraising for local organizations focused on helping people with special needs. He is a youth soccer and baseball coach in the 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.