Cory Cuffley, CPA, CRPS®, AIF®
Stonebridge Financial Group
Role you play in your organization:
I am a Financial Advisor that specializes in corporate retirement plans. I work with organizations to make sure that their retirement plan is meeting their needs and operating efficiently. I also help plan sponsors understand their fiduciary duty. On the participant level, I work with individuals to help them better plan for their financial future.
Why do you wake up and go to work every day?
I loving helping people achieve their goals. Whether that is saving for retirement, paying off debt, or helping a child through school, small changes can have a long and lasting impact.
As a Young Professional, how has your involvement with ABC Keystone helped you?
Being a part of ABC Keystone has allowed me to meet a lot of new people in the industry and learn a lot about things I never knew before.
Words of advice for fellow YPs?
Don’t be afraid to step out of your comfort zone.
Best concert you have attended?
I love all kinds of music. But, as far as concerts go, I would have to say Garth Brooks at the Royal Farms Arena in Baltimore was by far the best.
Suggested Reads for YPs?
Man’s Search for Meaning by Viktor Frankl
If you wish to submit a YP Spotlight, please contact: Barbara Holtzapple, Director of Education, firstname.lastname@example.org
July 29, 2019