Cory R. Barel

CFP®

The best way to predict the future is to create it.

80 William Street Suite 260 Wellesley, MA 02481
781.235.7550

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. He has a strong passion for helping clients align their values with their financial goals.

Cory is a cum laude graduate of Tufts University, earning a bachelor’s degree in economics with minors in finance and entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ professional.

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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.