Corporate Retirement Plan Advisor
Cory Cuffley, CFP®, CPA, C(k)P®, CRPS®, AIF®, is driven by the desire to learn more so he can do more for his clients. From recently attaining his Certified 401(k) Professional designation to obtaining his master’s degree, Cory believes in the value of continuing education in order to provide better participant education and business development for our corporate retirement plan clients.
Prior to joining Stonebridge Financial Group, Cory was a practicing CPA at Smith, Elliott, Kearns & Company, LLC, working in tax and business valuation. Cory served our country for six years as a member of the Pennsylvania Army National Guard, receiving an honorable discharge as a Field Artillery Sergeant in May 2017.
Cory holds a bachelor’s degree in accounting from Bloomsburg University, which he obtained in 2010, and a master’s in accounting and professional consultancy from Villanova University, where he graduated in 2011. He serves as an adjunct faculty member at Central Penn College in the business school.
He earned the 2019 Young Leader Award from the Pennsylvania Institute of Certified Public Accountants. In 2021, Cory graduated from the Leadership Harrisburg Area program. In 2022, he was named to the 2022 PLANADVISER Top 100 Retirement Plan Adviser list, which highlights top advisors from across the country.
Cory and his wife, Megan, have a daughter and three dogs. In 2020, Cory joined the board of directors at Bell Socialization Services, which provides mental health, housing and basic living support to those in need in York. In his spare time. Cory enjoys playing golf, exercising and cheering on the Baltimore Ravens.
