# CORE Financial Advisors

CORE Financial Advisors is a Bank / Wealth / Trust based in San Bernardino, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Bernardino, United States
- **Region:** North America
- **Address:** San Bernardino, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** cfaonline.com

## Regulatory record

- **CRD number:** 168839
- **SEC file number:** 801-78617
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168839

## About

CORE Financial Advisors began operations in 1998. It functions as a registered investment adviser serving individuals, high-net-worth clients, and organizations. The firm offers investment planning, retirement planning, and ongoing portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a standard RIA without disclosed hybrid structures or external co-investor clubs.

## Questions

### Who runs investment decisions at CORE Financial Advisors?

No named principals or CIO appear in public records.

### Does CORE Financial Advisors participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are documented.

### What investment stages does CORE Financial Advisors typically target?

No stage preferences are stated in the firm's disclosed materials.

## Related profiles

- [CORE Industrial Partners](https://altss.com/profile/core-industrial-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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