CorePath Wealth Partners LLC

Erick Fernandez is a financial advisor with CorePath Wealth Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and Vanguard Marketing Corporation, as well as experience outside finance with Etihad Airways. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm combines in-house portfolio construction with third-party platforms and emphasizes ongoing client contact, offering a subscription platform focused on financial education for women.

Alfred Hunt is a CFP® and CFA® with 14 years of experience in the financial services industry. He is currently with CorePath Wealth Partners LLC, where he has worked since 2024. His prior experience includes roles at Edward Jones, City National Securities, Rim Securities LLC, and City National Rochdale. Outside of advisory work, he holds part ownership in a commercial real estate investment business. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary approach with a combination of in-house portfolio construction and third-party managers, and provides a subscription platform focused on financial education for women.

Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at Securian Financial Services, Black Gould, and ownership of the Bonnett Real Estate Group and Bonnett Investment Group. Outside of advising, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and is involved with nonprofit organizations including Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning. The firm combines in-house portfolio construction with independent managers and emphasizes ongoing client contact, offering both advisory and standalone planning services.

Tina Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at CorePath Wealth Partners LLC. Her prior experience includes roles at Stratos Wealth Partners, Sentinel Advisory Group, and Custer Financial Services. Outside of her advisory work, she is involved in pet sitting and dog walking through Rover. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a fiduciary approach combining in-house portfolio construction and third-party platforms, emphasizing ongoing personal contact and structured educational programs such as its iStartFirst Financial subscription platform for women.

Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.