Profile

Corey E. Altman

Phone: 724-200-7540
Fax:

Biography

Organizations

Staff
Buckingham Strategic Wealth
New Castle, PA

Credentials Held

CGMA - Chartered Global Management Accountant Desi, PFS - Personal Financial Specialist Credential

CPA Licenses Held

Since 07/08/2014

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Charitable Planning
   Education Planning
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Retirement Planning
   Wealth Management/Investment Advisory Services
Tax
   Individual Income Taxation