Core Financial Partners, Inc. Overview
Contact top employees from
Core Financial Partners, Inc.
Summary
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....Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Business Financial & Tax Planning, Personal Financial & Estate Planning, Wealth Management
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
1Total number all of employee turnover
< 1joined positions
< 0joined positions
Number of employees by department
1Total number all of employee turnover
< 1Junior Analyst
Ex-employees positions
In Company
Junior Analyst
1
In New Company
No Data
Junior Analyst
1
No Data
Contact top employees from
Core Financial Partners, Inc.
Samuel Kunz
Chief Investment Officer
Karen Pavlovic
Graphic Designer
Elias Kichik
Investment Analyst
Anna Sofronas
Client Relationship Specialist
Gordon Relyea
Project Manager - AI Workflow & Research Development
Jacob Farag
Junior Analyst
Tammy DeMarco
Senior Planner, Director of Business Development
