WHY WE DO WHAT WE DO
At Cora Wealth Management, we help clients bring their personal goals and vision into focus. Through sophisticated financial planning and wealth management, we take pride in being at the core of our clients’ financial lives driven by nearly two decades of financial expertise. Like many business owners, our story started with a dream, a vision, collaboration, and some serendipitous ingenuity. We derive our name from the Latin word Cora – pupil of the eye – and take pride in bringing clarity to our clients’ vision. With a laser sharp focus, we empower clients to take action on their long-term goals while enjoying life today.
Our Founder & Wealth Management Advisor Gary Shickora and Co-Founder & Chief Operating Officer Charmaine Corbin work in partnership to lead our growing team with one common goal in mind: to leave a lasting legacy and firm that lives far beyond our founders and touches the lives of our clients for decades and generations to come. Our firm began in 2008 as a part of the fabric in the Greater Philadelphia area. As a leading financial practice based in Southern New Jersey, it is our honor to make a continual impact on our community in supporting organizations such as the Greater Philadelphia YMCA and Alex’s Lemonade Stand.