&partners
40yrs
Top advisor by experience in Randolph
20yrs
Corey Lorent
Financial advisor at Personal CFO Solutions
Based in Randolph, New Jersey, Corey Lorent is a fiduciary financial advisor with 20 years of industry experience. Corey joined Personal CFO Solutions in 2026, after a year at Strategic Advisers and seven years at Fidelity Personal and Workplace Advisors. Corey holds the CFP® designation.
One of 26 advisors with offices in Randolph, and one of 24 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
OfficeRandolph, NJ
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm10
States licensed ?1 state
Services through Personal CFO Solutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowPersonal CFO Solutions LLCCurrent firm
- Mar 2025 – Jul 2026Strategic Advisers LLCPreviously
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2017 – Jul 2018Strategic Advisers LLCPreviously
- 2006 – 2017Goldman Sachs Wealth Services, L.P.Previously
Contact Corey
(908) 955-7055Firm headquarters in Chester, NJ. Ask for Corey. Randolph, NJOffice · Get directions Firm websiteHTTP://WWW.PCFOS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Corey
Tailored to Corey’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Corey
How do I contact Corey?
Call Personal CFO Solutions at (908) 955-7055 and ask for Corey Lorent. Corey works from the Randolph, NJ office.
How long has Corey been a financial advisor?
Corey has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Corey hold?
Series 66. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
Personal CFO Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Corey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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