Advisors at this firm
Todd S
CFP®, CFA®, Series 66
Jupiter, FL
Core Wealth Management, Inc.
Todd Schanel is a CFP® and CFA® with 20 years of industry experience. He is a principal at Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a property through Horizon Investment Partners, LLC. Core Wealth Management, Inc. serves primarily individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations and integrates financial planning tools such as Monte Carlo analysis and tax-aware strategies.
Douglas M
CFP®, ChFC®, Series 66
Jupiter, FL
Core Wealth Management, Inc.
Douglas Marcello is a CFP® and ChFC® with 12 years of industry experience. He currently serves as an advisor at Core Wealth Management, Inc., where he has worked since 2024, following a decade-long tenure at Edward Jones. Core Wealth Management, Inc. primarily serves individual and high-net-worth clients, providing discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, integrating financial planning with investment management through tools such as Monte Carlo cash-flow analysis and tax-aware placement.
Jacquelyn G
CFP®, Series 63
Jupiter, FL
Core Wealth Management, Inc.
Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.
Jonathon F
CFP®, Series 65
Jupiter, FL
Core Wealth Management, Inc.
Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. Outside of advisory roles, he served on the Board of County Commissioners from 2016 to 2022. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with integrated financial planning and manages approximately $345 million across about 258 client accounts.
