We are passionate and proactive providing solutions to comprehensive wealth planning. We individually craft plans to help you with your goals and individual needs. We are fiduciaries and provide human-centered financial advice.
HIGHLY EXPERIENCED TEAM
REGISTERED INVESTMENT ADVISOR
KEYTHE AGUILAR, CFP®
MANAGING MEMBER, CCO
Keythe has a genuine connection with independent women that comes from personal experiences and over 30 years of creating and executing comprehensive planning for women.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Keythe guides clients through the financial planning process identifying financial goals, risk management, portfolio implementation and rebalancing, retirement cash flow implementation and ongoing analysis, tax planning, risk management and wealth transfer strategies.
BRYAN WARD, CFP®, CIMA®
MANAGING MEMBER, CIO
Bryan has seen his fair share of client issues that go beyond money throughout his 20 years in financial services, particularly in the intersection of wealth and family, specializing in multigenerational planning and other family dynamics that are stressors to clients.
A CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANAGEMENT ANALYST™, Bryan is more than capable of helping clients navigate financial challenges around divorce, inheritance or other family dynamics on a money and investment basis. Having those tougher conversations on a deeper level and really getting to know and understand the financial dynamics allows Bryan to become a true partner in financial preservation.
DAVID K. HICOK, ChFC®
SR. WEALTH ADVISOR
David has been providing wealth management for over 20 years. Most clients are referred in by other professionals or clients and are engaged through a complete planning process. Clients may have a business, or real estate, as well as other investable assets, and are looking for integrated, thoughtful, and creative solutions rather than a cookie cutter plan.
David and his team have extensive experience with business owners, LGBTQ couples, and single women in various stages of their story. All are treated as unique, successful individuals looking to grow and protect their wealth.
CHARLES L. WRIGHT
WEALTH ADVISOR
Charley is an Investment Advisor Representative with ProCore Advisors, LLC with over 35 years in financial services. He has been helping consumers and business owners with financial strategies that are practical solutions to building solid portfolios. Charley is a well-respected radio/podcast host through Strategic Alpha Investment Advisors, Inc. on OC Talk Radio, commencing in 2014 with over 350 powerful episodes. His mission as a Professional Speaker is to educate consumers on the complexities of investing and different options that are not often talked about in the investment world.
MARK AGUILAR,
MANAGING MEMBER, CCO
Mark has a new take on investment strategies that combines the traditional methods of money management with modern technology. He specializes in helping business owners and young families with long term wealth creation, retirement planning, and succession planning. Mark has been involved with startups and acquisitions over the past 15 years ending with successful exit strategies prior to coming onboard as an investment advisor representative for ProCore Advisors. His real world experience with various business and family situations translates to practical solutions for his clients.
WHAT SETS US APART
As an independent firm, we offer a wide range of services without any conflicts of interest, proprietary products to sell, or quotas to meet. We provide conflict-free objective, timely and actionable research and advice. We offer complete transparency, from the fees we charge, to the strategies we employ.
OUR EXPERTISE
TALK WITH AN ADVISOR
We are invested in your life investments. We are focused on your concerns, whether we are developing a financial plan, legacy plan, tax plan, or an investment plan. We provide dynamic and real solutions. We are the professionals at the core of your planning needs.
Welcome to ProCore Advisors
where diversity paints the pallet
where every client is family
where we embrace everyone with equal respect
OUR PRACTICE
We are here to assist and support every step of the way. The following case studies provide insight to our team and our resources.
Please note that the case studies are for illustration purposes only to provide insight into
the process and capabilities of our team. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firm's investment advisory services.
Own Your Future
Financial independence with consistent, reliable cash flow and income to support your lifestyle.