What departments does CORE Financial have?

CORE Financial has employees across 2 departments including Finance, Accounting.

What is the largest department at CORE Financial?

The largest department at CORE Financial is Finance with 1 employees.

Where are CORE Financial employees located globally?

CORE Financial has employees across 1 continents and 2 countries including United States Of America, Canada.

How has CORE Financial's team size changed over time?

CORE Financial's team has decreased from approximately 48 to 18 employees based on available data.

CORE Financial Employee Directory

Q: Who are CORE Financial's key employees and leadership?

CORE Financial's key employees include: President: B. U..

Financial ServicesColorado, United States11-50 Employees

CORE Financial is a Fort Collins, Colorado-based financial services firm that provides comprehensive wealth management and asset protection for clients seeking to preserve their lifestyle. The firm operates independently, enabling it to align its recommendations with clients’ interests rather than a parent company, and to partner with a range of well-known investment and insurance providers to tailor portfolios. Its target market comprises individuals seeking to build wealth while safeguarding hard-earned assets, with a focus on crafting customized solutions that address both growth and risk management. As a player in the financial services industry, CORE Financial emphasizes independent advisory relationships and a broad access to third-party products to support diverse client needs. The company profiles itself as a full-service firm designed to support ongoing wealth management and protection strategies for its clientele. The most recent development noted is the firm’s ongoing independent posture and ability to form working relationships with multiple providers to tailor client portfolios.

CORE Financial Global Highlights

North America
17

United States Of America
16
Canada
1

CORE Financial's Leadership

B. U.
President
Mobile Phone
Email
L. L.
Investment Advisor Representative
Mobile Phone
Email
T. M.
Administrator
Mobile Phone
Email
W. L.
Account Management Team
Mobile Phone
Email

CORE Financial Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Accounting
Education
Consultant
Other
Finance
Information Technology
Sales

Contact profiles from CORE Financial

Name

Title

Contact

Location

Last Update

B. U.
President
Mobile Phone
Email
CanadaAlberta
Feb 27, 2024
L. L.
Investment Advisor Representative
Mobile Phone
Email
Nov 13, 2025
T. M.
Administrator
Mobile Phone
Email
Oct 17, 2024
W. L.
Account Management Team
Mobile Phone
Email
Jun 03, 2026

Frequently Asked Questions

What is CORE Financial known for?

CORE Financial operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-970-226-****

. Explore CORE Financial's company overview page for more information.

What is CORE Financial's most common email format?

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

How many employees does CORE Financial have currently?

CORE Financial has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CORE Financial's key employees and leadership?

As of July 2026, CORE Financial's key employees include:

President: B. U.
Investment Advisor Representative: L. L.
Administrator: T. M.
Account Management Team: W. L.

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CORE Financial Employee Directory

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