Cory Cuffley, CFP®, CPA, C(k)P®, CRPS®, AIF®

Adjunct Faculty at Central Penn College
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Harrisburg Area

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Bio

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Credentials

  • Certified 401(k) Professional
    TRAU - The Retirement Advisor University
    Jan, 2021
    - Nov, 2024
  • Certified Financial Planner™
    CFP Board
    Apr, 2020
    - Nov, 2024
  • Accredited Investment Fiduciary
    Fi360
    Apr, 2019
    - Nov, 2024
  • Chartered Retirement Plans Specialist℠ or CRPS® Professional Designation
    College for Financial Planning
    Apr, 2019
    - Nov, 2024
  • Series 66 - Uniform Combined State Law Exam
    North American Securities Administrators Association
    Sep, 2018
    - Nov, 2024
  • Series 7 - General Securities Representative
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2018
    - Nov, 2024
  • Certified Public Accountant
    PICPA
    Jan, 2013
    - Nov, 2024

Experience

  • Central Penn College
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Adjunct Faculty
      • Jun 2022 - Present

  • Stonebridge Financial Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Corporate Retirement Plan Advisor
      • Jul 2018 - Present

      Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group and Triad Advisors, LLC are not affiliated. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group and Triad Advisors, LLC are not affiliated.

  • SEK, CPAs & Advisors
    • United States
    • Accounting
    • 100 - 200 Employee
    • Supervisor
      • Jan 2016 - Jun 2018

    • Senior Associate
      • Jan 2014 - Dec 2015

    • Staff Accountant
      • Jan 2011 - Dec 2013

  • Army National Guard
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Sergeant
      • May 2011 - Apr 2017

      13D - Advanced Field Artillery Tactical Data Systems Specialist (AFATDS) Secret Security Clearance 13D - Advanced Field Artillery Tactical Data Systems Specialist (AFATDS) Secret Security Clearance

Education

  • Villanova University
    Master of Accounting and Professional Consultancy
    2010 - 2011
  • Bloomsburg University of Pennsylvania
    Bachelor of Science in Business Administration, Accounting
    2006 - 2010

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