ProCore Advisors Information
Contact top employees from
ProCore Advisors
Summary
At ProCore Advisors, we believe true wealth is measured by the value it brings to your life—not just your balance sheet. We put professional expertise at the core of your financial success, and give y...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
financial Planning, Investment Management, Family Office, Legacy Planning, Tax Planning, Private Equity, Real Estate Investment and Management
Founded
2017
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at ProCore Advisors shows a diverse range of experience levels:
20% have been with the company for less than 1 year20% for 1–2 years20% for 8–10 years40% have over 11 years of service at ProCore AdvisorsContact top employees from
ProCore Advisors
Mark Aguilar
Financial Advisor | Managing Partner
Bryan Ward
Chief Investment Officer
Keythe Ward
Certified Financial Planner™/Partner & CFO, CCO
David Hicok
Chief Growth Officer
