A complete list of active advisors currently associated with CorePath Wealth Partners LLC

Warmer can help you find a great advisor at CorePath Wealth Partners LLC or one who fits your needs even better.

CorePath Wealth Partners provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm offers ongoing portfolio management, standalone or ongoing financial planning, and retirement‑plan advisory services that can include participant education and IPS monitoring. CorePath constructs customized portfolios using ETFs, mutual funds, individual equities and fixed income, and may use options, private funds or unaffiliated independent managers where appropriate. The firm combines continuous client contact and periodic portfolio reviews with technology and third‑party platforms (including Fidelity and a Wealth.com estate‑planning integration) to implement and monitor strategies. Distinctive elements in the brochure include iStartFirst Financial, a subscription platform aimed at women that provides 52 weeks of educational content, monthly in‑person and virtual meetups, coaching and an optional “Private Wealth Relationship” with CorePath for one‑on‑one advisory service. The ADV also discloses an institutional relationship and launch support from Fidelity and that the firm may recommend certain private funds in which an owner has a minor interest, which the firm describes and discloses as a potential conflict of interest.

To learn more about the advisors currently working at CorePath Wealth Partners LLC, 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.

You can also browse CorePath Wealth Partners LLC's office locations.

Name	Location	Years of experience
Jacqueline Battista	Denver, CO	15
Mark Bonnett	Scottsdale, AZ	28
Tina Meyer	Scottsdale, AZ	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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