Chuck Foss is a Co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS™). Chuck is currently the managing partner of Core Wealth Advisors, Inc.
Chuck is a co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant and a Personal Financial Specialist, a designation recognized by the American Institute of Certified Public Accountants.
Nate is a co-founder of Core Wealth Advisors, Inc. and CERTIFIED FINANCIAL PLANNER™, a professional certification for financial planners conferred by the Certified Financial Planner Board of Standards.
Michael joined Core Wealth Advisors as an Advisor carrying the Chartered Retirement Plans Specialist℠ designation in 2017 after work in the non-profit and benefits administration space for the past 9 years.
Matte Diaz joined Core Wealth Advisors, Inc. after a long career as a professional baseball player. Matte’s responsibilities focus on business development and assisting with client relations and communication.