HIGHLY EXPERIENCED TEAM

REGISTERED INVESTMENT ADVISOR

We are passionate and proactive providing solutions to comprehensive wealth planning.  We individually craft plans to help you with your goals and individual needs.  We are fiduciaries and provide human-centered financial advice.

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.

BRYAN WARD, CFP®, CIMA®

MANAGING MEMBER, CIO

Bryan has seen his fair share of client issues that go beyond money throughout his 20 years in financial services, particularly in the intersection of wealth and family, specializing in multigenerational planning and other family dynamics that are stressors to clients.

A CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST™, Bryan is more than capable of helping clients navigate financial challenges around divorce, inheritance or other family dynamics on a money and investment basis. Having those tougher conversations on a deeper level and really getting to know and understand the financial dynamics allows Bryan to become a true partner in financial preservation.

DAVID K. HICOK, ChFC®

SR. WEALTH ADVISOR

David has been providing wealth management for over 20 years. Most clients are referred in by other professionals or clients and are engaged through a complete planning process. Clients may have a business, or real estate, as well as other investable assets, and are looking for integrated, thoughtful, and creative solutions rather than a cookie cutter plan.

David and his team have extensive experience with business owners, LGBTQ couples, and single women in various stages of their story. All are treated as unique, successful individuals looking to grow and protect their wealth.

CHARLES L. WRIGHT

WEALTH ADVISOR

Charley is an Investment Advisor Representative with ProCore Advisors, LLC with over 35 years in financial services. He has been helping consumers and business owners with financial strategies that are practical solutions to building solid portfolios. Charley is a well-respected radio/podcast host through Strategic Alpha Investment Advisors, Inc. on OC Talk Radio, commencing in 2014 with over 350 powerful episodes. His mission as a Professional Speaker is to educate consumers on the complexities of investing and different options that are not often talked about in the investment world.

MARK AGUILAR,

MANAGING MEMBER, CCO

Mark has a new take on investment strategies that combines the traditional methods of money 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 to coming onboard as an investment advisor representative for ProCore Advisors.  His real world experience with various business and family situations translates to practical solutions for his clients.

WHAT SETS US APART

As an independent firm, we offer a wide range of services without any conflicts of interest, proprietary products to sell, or quotas to meet. We provide conflict-free objective, timely and actionable research and advice. We offer complete transparency, from the fees we charge, to the strategies we employ.

OUR EXPERTISE

TALK WITH AN ADVISOR

We are invested in your life investments. We are focused on your concerns, whether we are developing a financial plan, legacy plan, tax plan, or an investment plan.  We provide dynamic and real solutions.  We are the professionals at the core of your planning needs.

INVESTING FOR WOMEN

Investing is only part of the story. We have deep experience working with independent women that are concerned about growing their wealth and managing assets while working to secure their future. For women, the pursuit of life-long security may be primary, but wealth-life-health balance is what we deal with every day.

MULTI-GENERATIONAL WEALTH PLANNING

Specialization with families that are dealing with complex dynamics that are stressors on issues around wealth transfers. We assist clients that need strong goal planning for special needs family members or a family that may be impacted by addiction. We work with a team of clinicians and attorneys to protect assets. We help clients fight the financial drain of addiction. 

TAX PLANNING

We work at minimizing your taxable events letting you keep more of what you earn. We analyze all  parts of your existing finances or plan to make sure they are working together to take advantage of lower taxes where possible.

ESTATE PLANNING

Estate planning may include protecting key assets, preserving wealth, minimizing income, gift, and estate taxes, and ensuring a family wealth legacy for generations.  Each plan has a unique story that creates unique challenges. We take the time to learn and understand your story so a plan protects your intentions.

FINANCIAL PLANNING

True wealth management begins with financial planning. Your financial plan should reflect your life’s journey and integrate with your personal and business life. By creating a plan, you are 42% more likely to focus on it and work towards achieving it. A sound financial plan sets goals and timeframes that are critical for you to achieve success.

INVESTMENT PLANNING

Investing in various assets is only part of the overall investment planning that most individuals should do.  An investment plan directs the managing and enhancing of wealth by working towards an optimal combination of financial assets.  Our wealth, which is usually a combination of assets, should be evaluated and managed as a unified whole – as a portfolio.

Welcome to ProCore Advisors

where diversity paints the pallet
where every client is family
where we embrace everyone with equal respect

OUR PRACTICE

We are here to assist and support every step of the way. The following case studies provide insight to our team and our resources.

Please note that the case studies are for illustration purposes only to provide insight into
the process and capabilities of our team. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm's investment advisory services.

Own Your Future

 

Financial independence with consistent, reliable cash flow and income to support your lifestyle.

 

 

CONTACT US

GET IN TOUCH

    VISIT OUR OFFICE IN NEWPORT BEACH

    CALL US

    1.949.339.2990

    OUR ADDRESS

    1101 DOVE STREET, SUITE 100

    NEWPORT BEACH, CA 92660

    OUR EMAIL

    info@procoreadvisors.com
    image
    https://procoreadvisors.com/wp-content/themes/aspen/
    https://procoreadvisors.com/
    #d8d8d8
    style2
    paged
    Loading posts...
    /home4/moneywri/public_html/procoreadvisors/
    #
    on
    none
    loading
    #
    Sort Gallery
    on
    yes
    yes
    off
    on
    off