Corey Altman
CPA/PFS, CFP®, CGMA
Buckingham Strategic Wealth
Financial Advisor
Corey Altman
CPA/PFS, CFP®, CGMA
Buckingham Strategic Wealth
Financial Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Corey Altman, CPA/PFS, CFP®, CGMA
Forever standing on the side of our clients.
Meet Corey Altman
Corey Altman serves clients by implementing evidence-based investment strategies and holistic financial plans that can help them attain their future goals.
Corey thrives on results. He loves to see a comprehensive plan deliver financial peace of mind to his clients because of the real change that it can bring to their lives. Witnessing the positive influence that making strategic financial decisions can have, Corey has a passion for educating investors about the benefits of responsible and researched wealth management plans.
Corey joined Buckingham Strategic Wealth with over five years of experience in the financial services industry. Previously, he was an advisor with Arnett Carbis Toothman Wealth Advisors in New Castle, Pennsylvania. Corey’s professional credentials include being a Certified Public Accountant, Personal Financial Specialist, a Certified Financial Planner™ professional, and a Chartered Global Management Accountant. For Corey, the learning never stops; he embraces every opportunity to explore different viewpoints on finances and wealth with his diverse range of clients and colleagues.
Corey is a graduate of Westminster College with a Bachelor of Science in accounting. He and his wife, Emily, have one daughter, Mollie.
Corey Altman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Corey Altman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Corey Altman
Office Locations:
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2599 Wilmington Rd
New Castle, PA PA
