Cora Wealth Management Company Profile, Contacts & Intelligence

Cora Wealth Management Overview

At Cora Wealth Management, we help clients bring their personal goals and vision into focus. Through sophisticated financial planning and wealth management, we take pride in being at the core of our clients’ financial lives driven by nearly two decades of financial expertise. Like many business owners, our story started with a dream, a vision, collaboration, and some serendipitous ingenuity. We derive our name from the Latin word Cora – pupil of the eye – and take pride in bringing clarity to our clients’ vision. With a laser sharp focus, we empower clients to take action on their long-term goals while enjoying life today. Our Founder, Wealth Management Advisor Gary Shickora and Co-Founder, Chief Operating Officer Charmaine Corbin, work in partnership to lead our growing team with one common goal in mind: to leave a lasting legacy and firm that lives far beyond our founders and touches the lives of our intergenerational clients for decades to come. Our firm began in 2008 as a part of the fabric of the Greater Philadelphia area. As a leading financial practice head quartered in Southern New Jersey, it’s our honor to make a continually impact on our community in the Greater Philadelphia YMCA and Alex’s Lemonade Stand. We are thrilled to place our focus on your tomorrow.

Headquarters

501 Fellowship Rd

Industry

Financial Services

Founded

2008

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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