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Core Financial Partners, Inc

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.

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HeadquartersEl Segundo, United StatesEmployees6(11 to 50)Annual revenue$1M to <$10MWebsitecorefpi.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

6

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

8 contacts with verified email or phone · masked until revealed.

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Top roles at Core Financial Partners, Inc

7 distinct titles indexed · top 7 shown.

  • 1chief executive officer
  • 1chief investment officer
  • 1client relationship specialist
  • 1graphic designer
  • 1head of investor relations
  • 1junior analyst
  • 1project manager - ai workflow & research development

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