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Michael Ehlenbeck
Financial Advisor at Core Wealth Advisors,
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Work Experience
Financial Advisor
May 2017 - Present · 7 years and 7 months
Retirement Plan Specialist
Aug 2015 - May 2017 · 1 years and 9 months
Resource Development Director
Apr 2014 - Jul 2015 · 1 years and 3 months
Company Details
2-10 Employees
CORE Wealth is often asked about its' origin – how does a firm that began by directing financial decisions for professional athletes broaden its boutique service style to work with small business owners, educators, professionals and everything in between? The evolution of Core Wealth Advisors originated from the phrase “at the core of every decision I make” and the realization that wealth management and planning is an evolving process with discussions beyond just investments. As the firm matured, we recognized the underlying principles and financial planning tools used to nurture long-term relationships with professional athletes scaled to those in other professions. Simply stated, Core’s boutique approach to wealth management and planning adapts to clients of a broad range of ages and earnings levels. Core Wealth Advisors’ vision is to be the core advisor in all aspects of wealth management decisions made by our clients. We understand that wealth extends beyond investment assets, and we will partner with you to deliver a crafted financial advisory experience encompassing the facets of your life. Everything we do is focused on helping you develop and implement the right strategy to reach your goals in a collaborative and transparent way.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
231 North Kentucky Ave Suite 217 Lakeland, FL 33801, US
Keywords
Wealth ManagementFinancial PlanningAthletic Administrationand Retirement PlanningAthletic AdministratioRetirement Planning
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