Corey Altman, CPA/PFS, CFP®, CGMA
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.
Buckingham Strategic Wealth is not engaged in the practice of public accounting and is not registered as a public accounting firm.