Core Financial Group

Core Financial Group is a financial advisory practice based in Encino, California, serving families, individuals, retirees, business owners, healthcare professionals, money managers and people experiencing sudden wealth. Established in 1962 as part of Raymond James Financial Services, the group helps clients navigate changing markets and pursue their financial goals through personalized guidance and support.

Its services include financial and retirement planning, portfolio management, risk management, investment and fixed-income services, education planning, longevity planning, sustainable investing, and consulting for corporate retirement plans. The team also offers guidance on estate and charitable giving, trusts, taxes, philanthropy, intergenerational wealth transfer and legacy planning. Business owners and entrepreneurs can access solutions tailored to their needs, while physicians receive support addressing the financial considerations specific to healthcare professionals. For clients managing sudden wealth, the firm provides guidance to help them make informed decisions about new assets. Core Financial Group emphasizes applying financial expertise and resources to each client’s circumstances, with an approach intended to support long-term planning and confident decision-making.