+1 310 450 6004

700 Main St. #15A
Venice, CA 90291


Core Financial is a comprehensive financial planning and wealth management firm that enhances business owners’ and high net worth individuals’ ability to create significant wealth.

Through our proven process, we ensure that our clients can keep more of what they earn through our sophisticated tax and financial planning processes while delivering investment opportunities targeted to beat the return of the general market with less risk exposure. This is achieved through a mix of traditional public and private investment offerings.

Our private opportunities consist of a combination of large, institutional opportunities whose offerings are typically closed to smaller advisory firms and alternative investment opportunities through our sister companies, Trojan Storage and Jett Ventures, which are only available through our firm available exclusively to our clients.

Core Financial Partners is a part of the KoBre Companies.

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