Strategic Financial Guidance. Built for the Long Term.
We deliver disciplined, insight-driven financial strategies designed to protect, grow, and optimize your wealth with clarity and confidence.
Why Choose Procore Advisors
Choose us for our comprehensive financial planning and personalized strategies tailored to your unique needs. With a proven track record and continuous support, we confidently partner with you on your journey to financial success
Full-Service Advisory
Offering a full range of services, from investment management to retirement planning.
Personalized Strategies
Focusing on your unique needs and goals to create personalized strategies.
Proven Results
Demonstrated success with numerous satisfied clients and consistent results.
Ongoing Support & Education
Providing ongoing support and financial education to empower informed decisions.
The Firm
Our Firm provides personalized, trustworthy financial advice and solutions for busy professionals, building lasting relationships around your unique goals and delivering forward-thinking strategies to maximize your financial potential.
The Partners
Keythe Aguilar, CFP®
Managing Member, CCO
Keythe Aguilar, CFP®
Managing Member, CCO
Keythe has a genuine connection with independent women that comes from personal experiences and over 30 years of creating and executing comprehensive planning for women.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Keythe guides clients through the financial planning process identifying financial goals, risk management, portfolio implementation and rebalancing, retirement cash flow implementation and ongoing analysis, tax planning, risk management and wealth transfer strategies.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Keythe guides clients through the financial planning process identifying financial goals, risk management, portfolio implementation and rebalancing, retirement cash flow implementation and ongoing analysis, tax planning, risk management and wealth transfer strategies.
Bryan Ward, CFP®, CIMA®
Managing Member, CIO
Bryan Ward, CFP®, CIMA®
Managing Member, CIO
With 20 years in financial services, Bryan specializes in multigenerational planning and family dynamics. As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST™, he helps clients navigate financial challenges like divorce and inheritance. By engaging in deeper conversations, Bryan becomes a true partner in financial preservation.
Mark Aguilar, CFP®
Managing Member, COO
Mark Aguilar, CFP®
Managing Member, COO
Mark has a new take on investment strategies that combines the traditional methods of management with modern technology. He specializes in helping business owners and young families with long term wealth creation, retirement planning, and succession planning. Mark has been involved with startups and acquisitions over the past 15 years ending with successful exit strategies prior coming onboard as an investment advisor representative for ProCore with various business and family situations translates to practical solutions for his clients.
The Team
Chloe Ward
Administrative Assistant
Chloe Ward
Administrative Assistant
Chloe Ward is an Administrative Assistant at ProCore Advisors, where she supports client service operations and assists the advisory team with day-to-day administrative needs. As a student at California State University, Long Beach, Chloe leverages her strong communication skills and growing interest in personal finance to help ensure clients receive responsive, high-quality support. She is passionate about helping others achieve greater financial understanding and enjoys being part of a team dedicated to making a lasting difference in clients’ lives.
Winnie the Doodle & Tullamore
Morale Officer & Chief of Security
Winnie the Doodle & Tullamore
Morale Officer & Chief of Security
Winnie the Doodle, our Goldendoodle and Team Morale Officer, keeps the office upbeat with her friendly greetings and constant enthusiasm. Her sidekick, Tullamore the Irish Setter, takes her job as Chief Security Officer very seriously, always on alert for delivery drivers and suspicious snack activity. Together, they bring warmth, laughter, and plenty of paw-sitive energy to the ProCore Advisors team.
Wealth Management Services
Wealth Management Service
Investment Management
We design and manage portfolios tailored to your goals, risk tolerance, and time horizon, with ongoing oversight from a CFP professional.
Customized portfolios aligned with your objectives and cash flow needs
Diversified investment strategies with disciplined rebalancing
Risk management and downside protection focus
Ongoing monitoring, performance reviews, and adjustments
Wealth Management Service
Retirement Planning
We help you visualize, plan, and confidently transition into and through retirement with a clear, actionable roadmap.
Retirement income planning and sustainable withdrawal strategies
Social Security and pension optimization
Scenario testing for timing, “work optional” dates, and lifestyle choices
Planning for healthcare and long‑term care costs
Wealth Management Service
Tax Strategies
We integrate tax‑aware planning into your investment and financial decisions to help you keep more of what you earn.
Tax‑efficient portfolio construction and asset location
Tax‑loss harvesting and capital gains planning
Roth conversion and IRA distribution strategies
Coordination with your CPA or tax professional
ProCore Advisors does not provide accounting services or tax advice to clients
Wealth Management Service
Legacy Planning
We help you define how your wealth supports the people and causes you care about, during your lifetime and beyond.
Alignment of your plan with wills, trusts, and beneficiary designations
Strategies for tax‑efficient wealth transfer
Gifting strategies to family and charities
Education and support for heirs
Wealth Management Service
Concierge Services
We offer concierge-style financial services that handle the details of your financial life for you, helping you save time, reduce stress, and focus on what matters most.
Assistance with account openings, transfers, and paperwork
Coordination with your tax, legal, and other professional advisors
Help organizing key financial documents and information
Ongoing access to your advisor for questions as life changes
Flexible, Transparent Advisory Fees
At Procore Advisors, we offer a range of advisory engagements from comprehensive financial plans to estate guidance with clear fee structures tailored to your needs.
Foundational
Under $500,000
1.25%
Annual Advisory Fee
Included Services;
Investment management with core financial oversight for clients building their foundation.
Most Common
Comprehensive
$500,000 – $2M
1.00%
Annual Advisory Fee
Included Services;
Investment Management.
Financial Planning.
Retirement Planning
Tax Strategy
Private Advisory
$2M or More
0.75%
Annual Advisory Fee
Included Services;
Investment Management.
Financial Planning.
Retirement Planning
Estate Planning.
Insurance Planning.
Banking & Bill Pay
Annaul Fee Calculated and Billed Monthly.Fee Schedule can vary par each client agreement and may differ from stated rates
Financial Planning
$2,500
Comprehensive roadmap to align your finances with your short- and long-term goals.
Trust or Will Planning
$2,500
Professional guidance to create or update your estate documents for peace of mind.
Retirement Plan Review
$1500
Detailed assessment of your retirement strategy to ensure a secure future.
Tax Strategy
$2,500
Professional guidance to manage your finances in-order to pay minimum tax.
Budget Creation
$500
Personalized budget tailored to manage income, expenses, and savings effectively.
Insurance Planning
$1000
Customized review and recommendations to protect your assets and loved ones.
Our Partners
Sign up with an Advisor
Have questions or concerns? Talk directly with one of our Certified Financial Planners. We will be happy to answer all your questions and gather some basic information so that we can open an account for you within minutes.
Talk to an Advisor
1.949.339.2990
info@procoreadvisors.com
23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
Quick Links
Company
ProCore Advisors, LLC (“PCA”) is an SEC-registered investment adviser offering advisory services in the States of California, Oregon, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to individuals of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PCA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PCA, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. ProCore Advisors does not provide accounting services or tax advice to clients
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