CORE Financial Advisors

Paul Hensler is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with CORE Financial Advisors since 2003 and also associated with Purshe Kaplan Sterling Investments since 2013. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs a combination of fundamental and cyclical analysis and offers both discretionary and non-discretionary portfolio management, incorporating automated tools alongside traditional consulting.

Richard Mc Burney is a Series 65-licensed financial advisor at CORE Financial Advisors in San Bernardino, CA, with seven years of industry experience. He has been with CORE Financial Advisors since 2018 and previously worked at BYU-Idaho and its University Store. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, providing portfolio management, financial and pension consulting, and access to an institutional automated portfolio platform. The firm employs fundamental and cyclical analysis with a range of investment vehicles, combining automated tools and traditional advisory services.

Andrew Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with CORE Financial Advisors since 2013 and is also a partner and owner of the firm. CORE Financial Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations, offering portfolio management, financial and pension consulting, and access to an institutional automated portfolio program. The firm employs a mix of fundamental and cyclical analysis across various investment vehicles and combines automated platform tools with traditional advisory services.

Robert Boyd is a financial advisor with CORE Financial Advisors in San Bernardino, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and CORE Financial Advisors since 2013. Outside of his advisory role, he operates a tax preparation business as a sole proprietor. CORE Financial Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental and cyclical analysis across various investment vehicles and offers services including portfolio management, financial and pension consulting, and access to automated portfolio platforms.