For more than 20 years, Corey had the privilege of helping senior executives at Fortune 500 companies navigate important financial decisions and plan for the future with confidence. Throughout his career, Corey has found that the most rewarding part of financial planning is building lasting relationships and helping clients achieve the goals that matter most to them.
Before joining Personal CFO Solutions, Corey advised high-net-worth individuals and families at two of the nation’s leading financial services firms, creating personalized investment, retirement, tax, and wealth transfer strategies designed around each client’s unique circumstances, values, and aspirations. He believes the best financial plans are built through listening, understanding, and providing thoughtful guidance that evolves as life changes.
Corey is a Certified Financial Planner™ (CFP®) professional, holds an MBA, and earned his bachelor’s degree from Rutgers University.
Corey and his wife reside in Randolph, New Jersey, where they’re raising their daughter and son. Family is at the center of his life, and it shapes the way he works with clients—with a long-term perspective, genuine care, and a commitment to helping them build financial confidence for themselves and the people they love.