A complete list of active advisors currently associated with CORE Financial Advisors

Warmer can help you find a great advisor at CORE Financial Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at CORE Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.