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Cory Christiana (CFP®)

Cory Christiana focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • College/Education Planning
  • Financial Psychology/Coaching
  • Generation X
  • High Net Worth Client Needs
  • Women's Financial Planning Issues

Planning Specialties

Our clients are navigating the complexities of life as they transition from mid-career to what comes next. We support clients in their journey with a focus on the next ten years, listening to their stories, exploring their goals, and aligning their wealth, while progressing together, with advice and guidance along the way.

Additional Information

If you are ready to be more intentional with your wealth, we can support your vision for the decade ahead.

NAPFA Start Date

March 25, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

350 Beal Street, Unit 2314 Hingham, MA 02043 Phone: (339) 200-9511
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