Core Financial Advisors, Inc.

Core Financial Advisors, Inc. (CRD# 126095) is a financial advisory firm headquartered in Alpharetta, GA. They manage $1,216,374 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $304,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Core Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen E. Capizzi
CRD#: 2886670
11175 Cicero Drive, Suite 100, Alpharetta, GA 30022
96
Wealthminder
score

Stephen Capizzi (CRD# 2886670) is an Investment Advisor Representative working at Core Financial Advisors, Inc. in Alpharetta, GA and has over 20 years of experience in the finance industry. Stephen Capizzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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