Corey is a Private Client Advisor in our Needham, Massachusetts office. Working closely with our investment advisors, he helps clients navigate their complex financial lives. Corey utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Corey has been a CERTIFIED FINANCIAL PLANNER® professional since 2020.
Prior to joining FLP, Corey was a Senior Client Associate at Boston Private Wealth, where he was part of an advisor team, acting as the planner and assisting in the day-to-day management of client portfolios. He is also a member of the Financial Planning Association®.
In his spare time, Corey likes to enjoy the company of his family and friends, as well as play golf and participate in other outdoor activities.
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