Core Finance Advisor
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Overview
$5,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
2017
Year Founded
ABOUT CORE FINANCE ADVISOR
Top Financial Advisors in USA
Core Finance Advisor is a technology-driven fiduciary overseeing over $500 million in assets in San Ramon, Overland Park, and Champaign. We offer comprehensive services for LLC formation, tax preparation, accounting, and wealth management, specifically designed for medical professionals, dental practitioners, tech experts, federal employees, and cryptocurrency investors. Our team, qualified as a Registered Investment Advisor (RIA), utilizes AI-enhanced insights alongside customized strategies to reduce taxes and ensure retirement security. Whether you’re starting a business or creating a lasting legacy, we provide the professional support necessary for achieving genuine financial independence.
Languages Spoken
English
HIGHLIGHTS
$5,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
2017
Year Founded
Services
Focus
Industries
Clients
Services Provided
35% Business Formation
25% Tax Preparation Services
20% Accounting Services
20% Wealth Management
About the Team
OUR STORY
Core Finance Advisor stands as a premier financial advisory and investment management firm in the USA, dedicated to turning the vision of financial freedom into reality. They strive to empower a diverse clientele—from expanding families to ambitious entrepreneurs—with the confidence to make wise financial decisions and nurture lasting legacies. With extensive industry experience, the company commits to guiding clients through every financial milestone, offering well-vetted strategies and continuous support. Their mission centers on helping clients build, safeguard, and enjoy their wealth, aligning their success with clients' goals. Available 24/7, Core Finance Advisor embodies trust and expertise, making it a reliable partner for personalized financial growth and security.
Projects & Clients
Project Size & Rate
Minimum Project Size
$5,000+
Average Hourly Rate
$25 - $49/hr
Locations
Headquarters
832 Via Palermo
San Ramon, California, United States 94583