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
- John Koudsi, CFP®Principal/Chief Strategist
John founded Core Financial Partners based on a realization that small to... 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 R. HayesFinancial Planning Associate
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
- Amanda RavitchExecutive Assistant
Amanda has worked closely with John Koudsi and his clients for many years.... Read More