Firm Leadership / Cory Cuffley
Cory Cuffley
CPA, CFP®, CRPS®, AIF®, MAC
Manager
Retirement Plan Services Group
Hanover, PA
717.637.5915
Cory has more than five years of experience as a corporate retirement plan advisor. His expertise lies in guiding businesses through the meticulous process of designing, establishing, monitoring, and maintaining their corporate retirement plan benefits. Catering to a diverse clientele, Cory collaborates with professionals from various sectors such as professional services, medical practices, manufacturing, construction, nonprofits, governmental entities, and privately-held businesses.
Cory earned the 2019 Young Leader Award from the Pennsylvania Institute of CPAs. In 2022, he was recognized as part of the PLANADVISER Top 100 Retirement Plan Adviser list, which highlights top advisors throughout the country.
Prior to working in retirement services, Cory dedicated over seven years to a successful career in public accounting with SEK. This rich background positions him as a well-rounded professional with a wealth of knowledge and a keen understanding of financial intricacies.
Quick Facts
Professional Memberships
- American Institute of CPAs - Member
- Pennsylvania Association of CPAs - Member
Community Involvement
- Bell Socialization Services - Board of Directors, Endowment Committee Chair
- Leadership Harrisburg Area - Class of 2021
Certifications
- Certified Public Accountant - Pennsylvania
- Certified Financial Planner™ (CFP)
- Chartered Retirement Plan Specialist℠ (CRPS)
- Accredited Investment Fiduciary® (AIF)
Education
- B.S. Accounting - Bloomsburg University
- Master of Accounting and Professional Consultancy - Villanova University
Work Highlights
- Year joined SEK: 2024
Q&A with Cory
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When you were a kid, what did you want to be when you grew up?
A police officer like my brother.
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What was your first job?
I worked at McDonald's in New Oxford when I was 14.
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Can you tell us about your family?
I am married and we have a daughter named Claire. We have three dogs: Hopper (an Aussie Doodle), Zoey (a Golden Doodle), and Phillip (a Shih Tzu-Bichon).
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What are your hobbies?
In addition to running around to all of my daughter's activities, I enjoy all forms of exercise and I typically play disc golf on the weekends. I also enjoy watching the NFL. Specifically, the Baltimore Ravens.
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What is the most inspiring part of your job?
I love helping clients achieve their goals through a perfectly constructed retirement plan.
My Service Specialties
- Third Party Administration - Retirement Plans