CORE Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CORE Financial Advisors provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, pension plans, and charitable organizations, offering comprehensive portfolio management, financial consulting, pension consulting, portfolio monitoring, and access to an institutional automated portfolio program. The firm manages both discretionary and non-discretionary assets and delivers ongoing asset management as well as one-time or hourly financial and pension consulting engagements.
The firm’s investment process uses fundamental and cyclical analysis and employs ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies, individualized account restrictions where feasible, and periodic rebalancing and reviews. CORE also offers portfolios through Schwab’s Institutional Intelligent Portfolios platform — retaining advisory responsibility while using the platform’s automated tools (including automatic rebalancing and tax-loss harvesting) and allowing clients to exclude up to three ETFs.
A distinctive feature of the firm is that some supervised persons are registered representatives of a broker-dealer (Purshe Kaplan Sterling Investments, Inc.) and are licensed insurance agents; they may offer commissionable securities and insurance products and, in certain cases, execute trades through the broker-dealer for Schwab-custodied assets. The firm discloses these dual roles and related conflicts of interest and also offers ancillary services such as tax preparation billed separately, combining automated institutional platform access with traditional portfolio and pension consulting.
Client services
Expertise
Fee options
Financial Consulting and Pension Consulting flat fees up to $2,500 (maximum flat fee)
Some supervised persons are registered representatives and may receive commissions from securities sales through PKS broker-dealer.
$250 per hour for Financial Consulting and Pension Consulting services
Account minimum: $100,000 preferred minimum household account balance for Comprehensive Portfolio Management, negotiable
Main office
301 East Vanderbilt Way, Suite 230
San Bernardino CA 92408
Advisors at this office
4
Most active in
Arizona · California · Colorado · Louisiana · Texas · Utah
Also doing business as
Boyd Wealth Management Group, LLC · Core Advisors, LLC · Core Financial Advisors · Core Financial Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Paul H
Series 63, Series 66
San Bernardino, CA
CORE Financial Advisors
Paul Hensler is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with CORE Financial Advisors since 2003 and also associated with Purshe Kaplan Sterling Investments since 2013. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs a combination of fundamental and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating automated tools alongside traditional consulting.
Richard M
Series 65
San Bernardino, CA
CORE Financial Advisors
Richard Mc Burney is a financial advisor at CORE Financial Advisors in San Bernardino, CA, holding a Series 65 designation with seven years of industry experience. He has been with CORE Financial Advisors since 2018 and previously worked at BYU-Idaho University Store for two years. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations by providing comprehensive portfolio management, financial and pension consulting, and access to an institutional automated portfolio program. The firm utilizes a combination of fundamental and cyclical analysis with various investment vehicles and offers both discretionary and non-discretionary asset management services.
Andrew B
Series 63, Series 65
San Bernardino, CA
CORE Financial Advisors
Andrew Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with CORE Financial Advisors since 2013 and is also a partner and owner of the firm. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, offering portfolio management, financial and pension consulting, and access to an institutional automated portfolio program. The firm employs a mix of fundamental and cyclical analysis across various investment vehicles and combines automated platform tools with traditional advisory services.
Robert B
Series 63, Series 65
San Bernardino, CA
CORE Financial Advisors
Robert Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and CORE Financial Advisors since 2013. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental and cyclical analysis across various investment vehicles and offers services including portfolio management, financial and pension consulting, and access to automated portfolio platforms.
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