Cory Allen, CFP®, ChSNC®

Senior Wealth Advisor

Manasquan, NJ

As a senior wealth advisor, Cory specializes in providing individuals and families with comprehensive wealth management including integrated financial planning and investment strategies for growing and protecting wealth.

Cory has more than a decade of industry experience. Prior to joining the firm, he was a financial consultant and associate vice president at Camden Financial Consultants in Auburn, Maine, where he provided investment and financial planning services through LPL Financial. Cory has also served as an internal sales representative with The Hartford Funds, as a financial consultant at Citizens Investment Services and as an investment consultant at Merrill Lynch.

Cory has a bachelor’s degree in history from Gettysburg College in Gettysburg, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER professional, has achieved the Chartered Special Needs Consultant® designation, has passed the Series 7 and 66 exams, and holds state Life and Health Insurance licenses.