At the Heart of Core

We know that successful business owners have complex needs and limited time to accomplish their personal and professional goals. Due to a lack of resources that address the comprehensive needs of small business owners, they often are unable to fully realize the monetary benefits available to them.

The concept for Core Financial Partners was born 15 years ago, when John Koudsi was employed in the Strategic Tax Planning department at Andersen Consulting (now Accenture) where he advised Forbes 400 executives on creative tax and financial planning solutions. It was during that time he discovered that small business owners lacked access to the same high-level strategies and resources used by larger organizations.

Small business owners are essential to our economy, yet they are often overlooked. They pay more than 54% of income taxes in this country and are a key driver in stimulating the economy through new job growth*. Our expert tax and financial planning resources can help small business owners reduce their tax burden and generate more personal wealth.

With the help of our team, small and medium-sized business owners can benefit from comprehensive planning that was once cost-prohibitive. They can finally get what they deserve—advice and strategies catered to their needs and designed to help them achieve their personal and professional dreams.

*2007 U.S. Census Bureau

The Team

    John Koudsi, CFP®Principal/Chief Strategist

    John Koudsi founded Core Financial Partners based on a realization that small... Read More

    Jose L. Vitela, CFP®Director of Financial Planning

    Jose is responsible for overseeing all key areas of the financial planning... Read More

    Allison KosikVP of Operations & Private Wealth Management Specialist

    Allison is responsible for preparing our analysis for personal financial... Read More

    Bradley Hammerman CFP®, CPA, MBA Financial Analyst

    Brad grew up in Chicago, IL and currently resides in Los Angeles, CA. His... Read More

    Elias Kichik, CPAPrivate Wealth Management Analyst

    Elias is responsible for analyzing real estate investments on an ad-hoc... Read More

    John ThatcherDirector of Investment Research

    John is responsible for investment research and serves on the investment... Read More

Our Office

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