Cory R. Barel
CFP®
Financial Advisor
The best way to predict the future is to create it.
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Education &
Cory is a financial advisor in Savant’s Wellesley, MA office. He has a strong passion for helping clients align their values with their financial goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Cory is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Cory has been involved in the financial services industry since 2019. He spent the first few years of his career in Savant’s Rockford, IL headquarters as an associate advisor, gaining broad exposure to Savant’s financial planning process and working alongside some of Savant’s more seasoned advisors.
Cory is a cum laude graduate of Tufts University, earning a bachelor’s degree in economics with minors in finance and entrepreneurship.
Cory was born in Freeport, IL and moved frequently throughout his childhood, both domestically and internationally, leading to a passion for traveling. Outside the office, he can be found at local golf courses or on tennis courts. Cory is an avid fan of the Broncos, Nuggets, and Manchester United.
Education &
Designations
- Tufts University
Bachelor’s in Economics, cum laude - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.