You’re only as good as the company you keep.

Our success depends on the strength of our relationships with our clients and their trust in our team. We take pride in all of the relationships that we have built and nurtured over the years. Here is a short list of clients that have given us the opportunity to help them grow and achieve their personal and financial goals.

Umami Burger

In just two short years, Adam Fleischman’s Umami Burger restaurants grew to 5 locations. Today, people gladly stand in line for Adam’s Japanese inspired burgers. But rapid growth requires comprehensive planning. That’s why Adam relies on Core Financial for his tax planning and investment strategies.


Blind, Inc.

Fifteen years ago Blind designed print ads and business cards out of a studio apartment in Boyle Heights. Today the company is a multi-disciplinary design, motion graphics, animation, visual effects, live-action, editorial, print and broadcast design studio with offices in Santa Monica and NYC. Blind selected John and his staff because they understand the unique financial needs of a young, growing company in the entertainment business.

Miguel’s Restaurant

Founded by the Vasquez family in 1973, this Corona based business has grown into a chain which today includes three full-service Miguel’s restaurants plus 8 fast-food locations, aptly name Miguel’s Jr. With more expansion plans in the works, the Vasquez family relies on Core Financial for the solid financial planning needed to make this growth possible.

Meschkat Precision Machining

When you’re manufacturing ultra-precision components for the medical and aerospace industries, there is no room for error. Attention to detail is of paramount importance. The same holds true for retirement, tax and investment planning. That’s why the Meschkat family relies on Core Financial.

Western American Specialties

An international supplier of aerospace chemicals and raw materials, Western American Specialties is based in Culver City, CA. Through their website they offer 24-hour sourcing to their clients and specialize in same-day shipments.

Tolemar Manufacturing

Tolemar Incorporated has been producing quality aftermarket motorcycle parts for over 18 years. They provide services for a variety of industries including such sectors as automotive, motorcycle, aerospace, furniture, and recreational sports.

Precision Development

With high profile clients like the Walt Disney Company and Deloitte & Touche, Precision Development has made a name for itself in the development of web-based solutions for businesses of all sizes. The California-based company specializes in web-based content management, e-commerce management and e-mail marketing. Between 2006 and 2009, Precision Development grew revenue by a staggering 136%.

Dean Plastic Surgery

Shay Byron Dean, MD, FACS, specializes in Cosmetic Plastic Surgery of the face, breast, and body. A graduate of the University of Michigan, Dr. Dean is certified by the American Board of Plastic Surgery and the American Board of Surgery. Dr. Dean is a Member of the American Society of Plastic Surgeons, the California Society of Plastic Surgeons, and is a Fellow of the American College of Surgeons.

Tomaro Design Group

This forward-thinking architectural firm offers a unique combination of services for its clients. Based in Manhattan Beach, the Tomaro Design Group offers one-stop shopping leading clients from initial design concepts all the way through the final build, helping manage construction, landscape and interior design.


Lojistic is a leading provider of freight audit services as well as shipping contract negotiation and analysis. They help companies with high shipping volumes to reduce shipping costs and streamline the logistics process. Lojistic employs the high-level carrier expertise of former carrier employees with innovative shipping rate analytic and logistics audit technology to maximize small parcel shipping and freight cost savings.


From co-founding Presentation America in 1983 through his tenure as a principal of House of Uniforms, Fred Kemmerling has been a catalyst in creating distinctive signature uniform apparel for the past 25 years. Working with a cadre of established and capable manufacturers, both in the U.S. and Asia, KAG provides a seamless process for developing and implementing uniform programs in all property areas – from front of house through the back.

Glen Irani Architecture

Since 1995, Glen Irani Architects has been designing and building innovative, contemporary and sustainable commercial and residential buildings throughout Southern California. Led by principal, Glen Irani, GIA ensures their ideas are carried out to their specifications by doing the building themselves through their division Irani/projects or through their construction administration services.


Bowman Medical Group

Bowman Medical Group is a group private practice composed of psychiatrists, a psychiatric nurse practitioner, and several psychotherapists.  They provide psychiatric services to adults, adolescents, children, couples, and families, specializing in both psychopharmacology (medication management) and in individual and family psychotherapy.

Dex Design Studio

Based in Venice, CA, Dex Design Studio has left its mark of contemporary, modern design on residential and commercial buildings throughout Los Angeles. Clients include celebrated sushi chef Kazunori Nozawa’s Sugarfish restaurants, Venice hotspot Beechwood.



Uniglobe Research Corporation is dedicated to providing high quality products to the diagnostic and research industry. Fiona Taylor has been engaged in the sale medical products for over 30 years, both in the domestic and international markets, and is very familiar with the import and export of such materials.

Annie Grindlay Studios

In a small cramped space, with a script in your hand, you are asked to bring a story to life. Auditioning for film and TV is one of the hardest things an actor can go through. So what do you do? Dread it or fix it!! Whether we like it or not, auditioning is the stepping stone to becoming a working actor. At the Annie Grindlay studio, they’ll teach you how to live it, love it and book it.

Anita Fey Design

Anita Fey has been a member of the professional interior design industry for more than 30 years. As AFD’s president and principal designer since the firm’s inception, Anita approaches every property from an architectural, as well as an interior design point of view, seeking to maximize space, highlight architectural details, and create unique interiors.


Blentech Corporation is a leading manufacturer of processing equipment and fully integrated processing systems. Its mission is to provide clients’ access to teams of scientists, engineers, design and technical personnel that are highly skilled in the planning, scale-up, and project management of processing systems.

Ehrlich Architects

Honored with the AIA National Firm Award in 2015, Ehrlich Architects is a versatile practice that has earned an international reputation for design excellence and an exemplary professional culture. Founded in 1979 as a tiny residential studio, the Los Angeles-based firm is a 40 member team that has mastered building types ranging in scale from houses to courthouses, including libraries, university centers, corporate and government facilities.

Jessie Lord Bakery

Jessie Lord Bakery is a maker and distributor of high-quality pies for the restaurant and grocery industries. Jessie Lord Bakery was established in 1984 and does business with some of the most recognizable restaurant and supermarket chains in the United States.

C. Pacific

C. Pacific is a prime/master importer of dry foods and supplies, stewarding a diverse portfolio of brands and creating value for its employees, customers, distributors and marketplace.

Aakron Line

AAkron is a family-owned and operated supplier that entered the promotional products industry in 1967. At present, Aakron’s product line includes over 900 different items, more than 350 of which are domestically manufactured at plant locations, in both New York and Tennessee, which currently employ over 260 people.