Core Financial Partners, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Core Financial is a comprehensive wealth management firm that helps successful business owners and high-net-worth individuals create wealth through tax planning and asset management strategies.

Find Core Financial Partners, Inc. employees' phone numbers or email addresses

Core Financial Partners, Inc. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Core Financial Partners, Inc.'s Leadership

  • Stylized image of a person
    L. C.
    Founding Partner
    Phone icon
  • Stylized image of a person
    A. K.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    J. V.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    A. S.
    Client Relationship Specialist
    Phone icon
  • Stylized image of a person
    K. P.
    Graphic Designer
    Phone icon
  • Stylized image of a person
    D. P.
    Client Services Representative
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  • Stylized image of a person
    E. L.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    E. H.
    Financial Advisor, Retirement Plan Specialist
    Phone icon

Contact profiles from Core Financial Partners, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. C.
    Founding Partner
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    A. K.
    Director Of Operations
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. V.
    Director Of Financial Planning
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. S.
    Client Relationship Specialist
    Phone icon
    Oct 18, 2025
  • Stylized image of a person
    K. P.
    Graphic Designer
    Phone icon
    United StatesTexas
    Sep 10, 2025
  • Stylized image of a person
    D. P.
    Client Services Representative
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    E. L.
    Financial Advisor
    Phone icon
    United StatesNew York
    Jul 30, 2025
  • Stylized image of a person
    E. H.
    Financial Advisor, Retirement Plan Specialist
    Phone icon
    United StatesRhode Island
    Oct 22, 2024

Frequently Asked Questions

What is Core Financial Partners, Inc. known for?

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Core Financial Partners, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Core Financial Partners, Inc.'s company overview page for more information.

What is Core Financial Partners, Inc.'s most common email format?

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

How many employees does Core Financial Partners, Inc. have currently?

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Core Financial Partners, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Core Financial Partners, Inc.'s key employees and leadership?

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As of December 2025, Core Financial Partners, Inc.'s key employees include:

  • Founding Partner: L. C.
  • Director Of Operations: A. K.
  • Director Of Financial Planning: J. V.
  • Client Relationship Specialist: A. S.
  • Graphic Designer: K. P.

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