What departments does Core Financial Group have?

Core Financial Group has employees across 7 departments including Finance, Research, Product Management, Operations, Analytics.

What is the largest department at Core Financial Group?

The largest department at Core Financial Group is Consultant with 10 employees.

Where are Core Financial Group employees located globally?

Core Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Core Financial Group's team size changed over time?

Core Financial Group's team has remained stable from approximately 6 to 6 employees based on available data.

Core Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Core Financial Group is a financial services firm based in Yuba City, California. It provides financial guidance intended to support clients as they pursue their future goals, helping them navigate financial challenges and opportunities. The firm's professionals are registered representatives and investment adviser representatives who offer securities and advisory services through Commonwealth Financial Network, a registered investment adviser. 

Based in Yuba City, California, Core Financial Group positions itself as a local partner for clients seeking professional financial guidance. Its advisors operate under registrations that restrict discussions or transactions to residents of states where they are properly registered.

Core Financial Group Global Highlights

North America
39

United States Of America
39

Core Financial Group's Leadership

A. C.
Partner
Mobile Phone
Email
C. S.
Managing Partner Financial Advisor
Mobile Phone
Email
E. Y.
Director Insurance
Mobile Phone
Email
J. M.
Director Equity Research
Mobile Phone
Email
L. T.
Director Of Client Services
Mobile Phone
Email
S. K.
Director Investment Management And Research
Mobile Phone
Email
C. F.
Portfolio Manager Investment Management And Research
Mobile Phone
Email
J. D.
Manager Advanced Planning
Mobile Phone
Email

Core Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Core Financial Group

Name

Title

Contact Info

Location

Last Update

A. C.
Partner
Mobile Phone
Email
Oct 17, 2024
C. S.
Managing Partner Financial Advisor
Mobile Phone
Email
Jun 08, 2026
E. Y.
Director Insurance
Mobile Phone
Email
Oct 16, 2024
J. M.
Director Equity Research
Mobile Phone
Email
Oct 21, 2024
L. T.
Director Of Client Services
Mobile Phone
Email
Oct 23, 2024
S. K.
Director Investment Management And Research
Mobile Phone
Email
Oct 17, 2024
C. F.
Portfolio Manager Investment Management And Research
Mobile Phone
Email
Oct 17, 2024
J. D.
Manager Advanced Planning
Mobile Phone
Email
Oct 18, 2024
M. P.
Product Manager
Mobile Phone
Email
Oct 23, 2024
M. C.
Case Manager
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Core Financial Group known for?

Core Financial Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1215 Plumas Street Suite 1500 Yuba City, California 95991 United States. Explore Core Financial Group's company overview page for more information.

What is Core Financial Group's most common email format?

Core Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Core Financial Group email formats with LeadIQ.

How many employees does Core Financial Group have currently?

Core Financial Group has approximately 8 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Core Financial Group's key employees and leadership?

As of May 2026, Core Financial Group's key employees include:

Partner: A. C.
Managing Partner Financial Advisor: C. S.
Director Insurance: E. Y.
Director Equity Research: J. M.
Director Of Client Services: L. T.

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Core Financial Group Employee Directory

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